Manage Onboarding/Offboarding Items

You can manage a worker's items from the On/Off Boarding Home. 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.
Note:
The On/Off Boarding interface has been modernized with new filter options (date range, request type, operational unit, status), pagination controls, and sorting capabilities.
  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.