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Triggering offboarding checklist before completion of Resignation Approval

Received Response
edited Jul 28, 2023 6:28AM in Journeys 4 comments


We have a requirement to trigger Offboarding Checklist as soon as the employee raises resignation request. We have approval configured for Resignation. The Exit Interview is to be scheduled and few tasks needs to be performed before the employee's resignation is approved. Based on the outcome of the Exit Interview the transaction will be approved or rejected by the Manager. I have tried to configure the Offboarding Checklist. But the checklist is getting allocated only after the approval of the resignation request. Please help if this is possible.

Thanks & Regards,


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