A leaver's open tasks are flagged
What moves
When someone leaves, every open project task assigned to them is flagged as having a departed assignee, so work does not sit with a person who is gone.
Before you start
- Project Management and HR Management in your plan
- The leaver's employee record linked to their sign-in
Step by step
- HR managerHR Management
Applies the termination or completes offboarding.
You see:The employee is marked as having left.
- SystemProject Management
Finds the person's open tasks and flags each one as assigned to someone who left.
You see:The flags appear on the tasks; running it again does not duplicate them.
- Project managerProject Management
Reviews the flagged tasks and reassigns them.
You see:Work continues with a new owner.