How to assign an exit task list to an employee in the exit process?

An Exit Task List is essential for ensuring a smooth transition when an employee leaves the organization. It includes tasks like returning company property, transferring files, settling expenses, and completing paperwork. Keka allows you to assign these tasks easily, whether through templates or individual tasks.

Assigning Tasks to Employees in the Exit Process:

1. Go to Org > Exits > Exits in Process: Navigate to the Exits in Process tab to see employees in the exit process.

2. Select Employee: Find the employee you want to assign tasks to and click on Manage.

3. Assign Tasks:

   • Click on Tasks section.

   • To Add New Task, click + New Task, fill in the task details, and click Create Task.

• To Import from Task List, choose the task list, select the tasks you want to assign, and click Add.

Once tasks are assigned, they will appear in the employee’s inbox, ensuring all exit formalities are completed.