How to set up exit task list for employees in the exit process?

For employees going through the exit process or in the notice period, Keka offers you the option to assign a task list that needs to be fulfilled at a user-defined due date before the employee’s exit completion date. The tasks can be Asset Recovery, providing Key Training to the teammates, etc. These can be set up along with reminder emails and a validator to validate whether the tasks are completed or not. 

Here’s how you can set up the exit tasks for employees in the exit process-

Go to the Org (1) tab, where you'll find the Exits (2) section, and under the Tasks option, click on +Add Task List (3)

A side pop-up appears where we need to provide the Task List Name (1) and Description. Once done, click on Add (2) to add it to the list of tasks.

Once we add the Task header, you'll find the add task button(1) where we can add the task.

Now the Add task window will pop up where we need to enter the Task Name and Description,  add a due date (1) and assign them to the concerned person (2). Once these details are clear, click on Add to submit the task to the list.