On/offboarding: I am responsible for a task

The arrival or departure of an employee requires a certain number of tasks to be carried out by several stakeholders.

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Who is concerned by this article?

Team managers, HR assistants and any other person involved in an onboarding or offboarding process.

A task has been assigned to you, how to process it?

When a task is assigned to you, you receive a notification and/or email indicating the action to take.  

From the email

From this email, you can: 

• Access the task and its content on the platform
• Mark the task directly as completed 

From your Eurécia application

I access the on/offboarding management page from my home page, in the 'Mes tâches' section:

I then find all the on/offboarding tasks assigned to me. I can then filter by the type of On or Offboarding tasks, the employee concerned, or a specific task:

How to change the status of a task? 

To alert the list manager that I have completed the task, I change the status by simply dragging it into the 'En cours' or 'Terminée' area.

You can also open the task to view its content or change the status:

Keywords associated with this article:

Onboarding - arrival - tasks - responsible - task - new - employee - hiring - onboarding - employee - future - contract - doc - document