Manage Onboarding/Offboarding Items

You can manage a worker's items from the On/Off Boarding Dashboard. The correct permissions are required to manage attachments, or to change the status of an item. For more information about managing attachments, see Upload an Attachment for an Item.
Note: Some items must be configured and managed by the MSP.
  1. Click .
  2. Use the filters to locate the worker with the items to manage.
  3. In the Worker column, click the blue name text. All onboarding and offboarding items in all statuses open for the engagement.
  4. Click .
  5. Using the drop down, set the new status of the item.
  6. Click .
    You can remove an item by clicking the X next to the status drop down.