Checklists & Templates
PurpletGo's checklist system lets you define reusable task lists, then apply them when starting a new offboarding. Every task completion is time-stamped and shows up in the audit trail. Checklist templates are available on every plan. An offboarding started without a template gets a default six-item checklist.
Creating a template
- Go to Settings → Templates
- Click New Template
- Give it a name (e.g., Engineering Exit Checklist)
- Add tasks - each one has just two fields: the task description and who it's assigned to (IT Admin, HR, Finance, Manager, Legal, Security, or Employee). A template imported from the gallery keeps its own assignees, such as HR Admin, and they stay selectable when you edit it
- Reorder tasks with the up/down arrows if needed (they appear when you hover over a task or move to it with the keyboard), then click Save
Creating, importing, editing, duplicating and deleting templates needs the Create & manage checklist templates permission: Admins and Super Admins by default, or any custom role that grants it. Everyone else can see the templates but not change them.
There's no due-date-offset or SLA setting at the template level - those get set per task once a checklist exists on an actual offboarding (see below).
Applying a template
When you start a new offboarding, the wizard's third step lets you pick a template from a dropdown - all of its tasks get copied into the new offboarding's checklist. If you skip this, PurpletGo falls back to a default task list (a shorter one for contractors/vendors).
When a template is applied to an offboarding that already has tasks (through the API, or an automation rule that assigns a template), tasks the offboarding already has - the same wording, ignoring case and extra spaces - are skipped, so nothing is duplicated.
Managing tasks
Once an offboarding exists, its checklist lives on the offboarding's detail page:
| Action | How |
|---|---|
| Complete a task | Click the checkbox next to the task |
| Set a due date | Click the calendar icon next to the task |
| Edit task text | Click the pencil icon |
| Assign a task | Pick a role or a person from the assignee menu next to an open task. When you add a task, you choose its assignee the same way |
| Set an SLA | Pick a preset window - 2, 4, 8, 24, 48, or 72 hours, or "No SLA" - from the dropdown next to the task. The deadline is calculated from when the task was created, and it flags as breached automatically if it's still open past that time |
There's currently no way to delete an individual checklist task from the offboarding record's UI, and the SLA dropdown isn't role-gated in the interface - anyone who can open the offboarding record can change it.
Assigning tasks to people
A task can be assigned to a role (IT Admin, HR, Finance, Manager, Legal, Security or Employee) or to a person in your organisation. Templates always use roles; on an offboarding's checklist, the assignee menu lists the roles and then every member of your organisation. Changing the assignee needs the same rights as editing the task, and each change is recorded in the audit log.
- My tasks on the dashboard lists the open tasks assigned to you by name, plus the tasks assigned to your role.
- Overdue reminders for a task past its due date go to the person it is assigned to. Tasks assigned to a role go to Admins and Super Admins, as before. Each person's Task overdue notification preferences apply.
- If the person leaves your organisation, the task keeps their name but its reminders go back to the Admins until someone else is picked.
SLA tracking
Breached items show up in red on the checklist. When a task passes its deadline, PurpletGo emails and notifies in-app your Admins, HR (those whose departments include this person's), and whoever started the offboarding. If the task is still open 24 hours later, they are told once more, and not again after that. Each escalation is recorded in the audit log. Setting the SLA again restarts it. If your plan includes the SLA Compliance Dashboard (Team plan and above), you'll also find a dedicated SLA Compliance tab under Analytics with breach trends and a CSV export of every SLA-tracked task.
Template gallery
Under Settings → Templates → Browse Gallery, PurpletGo ships a set of pre-built templates you can import and then edit freely:
- Engineering Offboarding
- Sales Offboarding
- Finance Offboarding
- Healthcare Offboarding
- Legal Offboarding
- HR Offboarding
- Marketing Offboarding
- Contractor / Vendor Offboarding (a shorter flow that skips payroll and benefits steps)
Importing a gallery template creates an independent copy in your org - editing it afterward doesn't touch the original.
Checklist visibility
Inside the app, anyone who can open an offboarding's detail page sees its full checklist regardless of who a task is assigned to - there's no per-role filtering on that view. The exception is the self-service portal: a departing employee accessing their own offboarding link sees only the tasks assigned to Employee, which they can tick off (HR still confirms). A task given to a named person instead leaves the portal. Everyone else's tasks appear only as an overall progress count.