Managing employee offboarding effectively is just as important as onboarding. With this in mind, we are excited to introduce Exit Task Templates in Keka HR, bringing the same streamlined approach of Preboarding Task Templates into the offboarding process.
Here’s a breakdown of what’s new and how this update enhances the exit task management experience.
Key Features of Exit Task Templates
The Tasks tab within the exits section will be divided into two distinct tabs: Task Tracking and Task Templates.
Tracking made easy - Task Tracking Tab
Under the Task Tracking tab, you can see details of tasks that are still pending for employees and the organization. In the Actions section, you’ll find options to View, Remind, or Skip tasks. You can choose to organize the view either by Employee or by Task.
If you choose View by employee and select any, it will show you the task details of that particular employee like Tasks, status, due date, owner and actions.
If you choose View by task, Clicking on any task will take you to a page where you can see whom that task is assigned to and its details.
In the Assigned To section, you’ll find information such as the total number of tasks, overdue tasks, completed tasks, pending tasks, and skipped tasks. Additionally, you can view details like the task owner, exiting employee, last working day, due date, current status, and actions.
On the Details page, you can view information about the specific task.
Update on behalf of
Keka now allows managers to update exit tasks on behalf of others if needed.
Create and customise - Task Templates Tab
Users can create tasks under the task template tab.
Creating a new task from scratch
To create a new task click on + Create new task template.
List of things added new
- Task Trigger: Set triggers like before, on, or after the last working day, or after completing another task.
- Task Owner: Renamed from "Assigned To."
- Approvers: Add approvers to validate tasks.
- Task Applies To: Define who the task applies to (Include/Exclude).
- Checklist: Ensure all steps are completed.
- Mandatory Attachment: Require document uploads for specific tasks.
Task template library
This will allow you to select predefined task templates from the library and quickly start using them.
Automate tasks
Keka now enables users to automate tasks with ease. A new Automate Tasks option has been added to the banner at the top of the Task Template tab.
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Clicking on it opens a two-step guide. On the first page, you’ll see what’s new. Use the Information icon to learn more about the features and functionality.
Click the Next button at the top to move to the second page. Here, you can update old task templates and configure or edit your tasks as needed.
You can set task triggers and define who the task applies to, enabling you to include or exclude specific teams or members.
Dependent task
Keka is introducing Dependent Tasks, where the completion of one task is dependent on another. This means a task cannot be marked as completed until the preceding task it depends on is finished. This ensures tasks are handled in the correct order and helps maintain a smooth workflow.
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