A leaver's tasks are handed over
Who is involved
| Role | What they do |
|---|---|
| HR manager | Completes the offboarding. |
| Project manager | Reassigns the leaver's open work. |
Step by step
- HR manager
Completes the person's offboarding in HR.
What they see:The employee is marked as left.
- Project manager
Opens the project's AI tab.
What they see:Open tasks of the leaver carry a departed-assignee flag.
- Project manager
Reassigns each task to a current colleague and dismisses the flag through the AI Copilot.
What they see:The new assignee is alerted by default, and the flag stops showing.
Who is told what
The new assignee is alerted of each reassignment when the project's alerts are on. The flag itself is shown on the project rather than sent as a message.