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🌟 A clearer, safer termination flow

EquityList Product Updates

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Enhancement

🌟 A clearer, safer termination flow

Under Stakeholder Hub > Employees > Terminate, the termination pop-up has been rebuilt as a step-by-step wizard with a live progress stepper and one consistent review step on every path.

Fields are grouped into labeled cards ("When & why", "After departure") instead of one long flat list, with the fine print moved into tooltips. Steps for accelerating vesting or sending an exit letter only show up when those actions are toggled on — but every path, no matter which toggles are set, now ends on a Confirm step with the vest/cancel unit totals and an unconditional "this can't be undone" checkbox standing between the admin and the click.

  • A success screen confirms the termination and shows which follow-up actions (exit packet, access revoke) are in flight.
  • The internal offboarding note is renamed "Add internal note" and marked clearly as team-only, never shared with the employee.