Offboarding Tasks

Efficiently manage and track tasks assigned to resources during the offboarding process.

Adding Department Tasks

  1. Click the Add Department Task button.
  2. Fill out the required fields, such as:
    • Department: Specify the department (e.g., HR, Research and Development).
    • Task Name: Provide a clear task description.
    • Task Details: Include relevant information about the task.
  3. Save the task to automatically assign it to resources from the selected department who are offboarding.

Features

  • Automatically assigns department-specific tasks to offboarding resources.
  • Tracks task assignments and their status in real-time.
  • Allows efficient status updates for tasks with minimal effort.

Tracking Offboarding Tasks

  1. Navigate to the Resource Offboarding tab.
  2. View a table displaying all pending tasks, including:
    • Resource Name: The name of the resource assigned to the task.
    • Task Information: Details about the task.

Editing Task Status

  1. Locate the task in the list.
  2. Click the Edit button next to the task.
  3. Update the task status to one of the following:
    • Cancelled
    • Completed
    • Pending
  4. Save changes to reflect the updated status.