Assigned tasks

Each onboarding tasks record belongs to an onboarding checklists record. It carries a title, category, due date, assignee, status, completion date and evidence. Categories include IT, Facilities, Payroll, HR, Compliance, Manager, Buddy, Training and Selfserve. A useful exit task names the result that the assignee must record.

A departing employee may have a current record, a dated employment change, an exit checklist and a payroll statement. Review the links between those records before treating one status as the whole answer. The manager and HR Business Partner should be able to identify the next owner from the assigned task and its due date.

• Person. Keep the employee identifier and current manager with the departure record so the work is attached to the right worker.
• Date. Use the effective event date and task due dates to distinguish future work from overdue work.
• Result. Record the status and supporting evidence on the record where the work occurred.

Agree which categories are needed for a departure and who receives the task. Decide what evidence is sufficient for completion and how blocked work is escalated. A completion date and evidence should reflect the actual work. Keep task descriptions specific enough that another reviewer can tell what happened.

For the pilot, choose an employee with a normal departure and one with a change close to the payroll cutoff. Decide who reviews each case and where an exception will be recorded. The team should use the exact same owner for a task in the app and in its operating procedure.

Take a facilities return that is due before the employee leaves. The assigned employee reports the result and evidence to Admin, who records the task status and completion evidence. If the return cannot be confirmed, the task remains blocked for HR Business Partner review. The checklist should remain open until that exception is resolved under the agreed policy.

Ask the next owner to open the record without relying on a separate message. They should see the relevant employee, dates, current status and who completed or still owns the work. If they cannot make the next decision from those records, improve the task description or review rule before expanding use.

• My exit tasks — Open the relevant records and review the current result.
• Blocked exit tasks — Open the relevant records and review the current result.

See employee departure, payroll review and implementation for the handoffs around this module.