HR creates follow-up to-dos

What moves

HR creates to-dos on an employee: the final pay review when a termination is applied, a reminder when a certification close to expiry is recorded, and nudges or scheduled activities from the employee's profile. They appear in the Activities workspace of the person they are assigned to.

Before you start

• Activities and HR Management in your plan
• The assignee has a login linked to their employee record

Step by step

1. HR managerHR Management

   Applies a termination.

   You see:The termination is saved.

2. SystemActivities Workspace

   Creates the to-do on the employee record, due on the last day and assigned to the HR manager who applied it.

   You see:A to-do titled Final payroll review for termination appears in the HR manager's list.

3. HR managerActivities Workspace

   Reviews the final pay and completes the to-do, or hands it to a payroll colleague with Hand over to.

   You see:The to-do is closed, or appears in the payroll colleague's list.

Related

• Activities Workspace
• HR Management
• Interviews become activities for the interviewer
• Invitations, cancellations and reminders reach people
• Lay out a follow-up plan across a team in one request
• A manager asks the Copilot for a team follow-up plan
• A manager assigns a task and the colleague finishes it
• Connections between modules