Employee offboarding [in-depth guide]
Guide contents: How to | Item selection | Verify | Resources
This feature is to be used when an employee is departing from your company or changing positions within your company. This allows you to transfer their assigned responsibilities in Workamajig to other user(s).
You can use these options regardless if the employee's record is active or not. To make an employee inactive, please take a look at the Deactivate employee [in-depth guide].
If you come across a specific type of transaction or action in the system that does not get reassigned but you feel it should. Then please let us know by sending feedback to firstname.lastname@example.org.
To access this screen, go to Menu > Admin/manager > Employees.
Then open the employee's record who you plan to offboard.
Click More > Offboarding.
From the Offboarding panel that opens, one would typically enter the user's name who is taking over the open employees records functions in the Assign checked items to drop-down.
Then click on Check all and Reassign checked items.
NOTE: There is no undo option. Once you click Reassign checked items, the reassignment is complete.
Alternatively, you can pick and choose which items to reassign as well. In case you are dividing up that employee's responsibilities to multiple users.
Time approver - Update the time approver for all contacts and users.
Backup approver - Update the backup approver for all contacts and users.
Expense approver - Update the expense approver for all contacts and users.
Credit card approver - Update the credit card approver for all contacts and users.
Reports - Update the owner of all reports owned by the offboarded user.
Project request definitions approver - Update the project request definition approver.
Forms - Update the approver for tracking forms.
Team lists -
Public meetings -Update the public meetings where the offboarded user is the organizer.
Personal calendar -
Approvals - Update the approver on all outstanding items requiring approval. And have the option to Set Order Limits to 0.
Assignments - Update to-dos and assignments that are not completed.
Project templates - Update the account manager and billing manager in project templates.
Project management - Update the account manager and billing manager in active projects and the billing manager on any active retainers.
Contact management - Update the account manager, company owner, default billing manager, default approver person, salesperson, and opportunity account manager for active companies and contact owner for contacts.
We highly recommend you log in as the offboarded user to verify nothing is left in My items to approve, along with any other related processes or records they were working on.
To do this, you may need to have an administrator change the password of the user's account so they can log in as them.
Afterward, you can make the employee inactive. For more on this, please take a look at the Deactivate employee [in-depth guide].
Admin/Manager > Employees page [guide]
Add new employee [in-depth guide]