How to update an exit task which has already been assigned to the employees?

When an employee leaves your company, whether for personal reasons or due to policy violations, managing their exit can be a smooth process with Keka. Our platform allows you to assign exit tasks to employees to ensure a hassle-free transition. But we know that plans can change. That's why Keka offers you three easy ways to update these assigned tasks, whether you need to add a new one or modify an existing task.

Method 1:

Go to Org (1) section of the Keka Portal, then go to the Exits (2), and then go to In Exit Process (3).

Here search for the employee for whom you want to update the task list and click on the 3 dots under Actions column. and select Update Tasks.

On the window that opens, Click on +Add New Task and a pop-up will appear on the screen. 

To add a new task, simply enter the task name, description, and due date. You'll also need to specify who is responsible for completing this task. If there are any related documents, you can attach those as well. Once everything is in place, just click Add to finalize the task.

Else, you can click on Import New Task List.

After clicking on "Import New Task List," a pop-up window will appear. Inside this window, click on the "Select one task list" bar. A dropdown will show up, displaying all the task lists you've previously set up in the Exit tab. Simply choose the one you want to update your exit tasks with.

Method 2:

For the second method, head to the same page you visited in Method 1. But this time, instead of clicking Update Tasks, select Process & Settle. This is another way to manage your exit tasks in Keka.

Once you click on Process & Settle, you'll be redirected to a 5 Step process, go to the 2nd step i.e., Pending Activities. There you'll be getting the same options of +Add New and Import New Task List as explained in Method 1 and follow the same procedure. 

Alternativley, you can also edit the existing task that has already been assigned, by clicking the Edit Icon in the Actions section on the right corner of the Task Name.

And once you have made all the changes, click on Save & Continue.

Method 3:

To use the third method for managing exit tasks in Keka, start by going to the Global Search. Type in the name of the employee. Next, navigate to the Exit (1) section and click on the Pending Tasks (2). Here, you'll see a button that says + Add a Task (3). Click on it to assign a new task to the exiting employee.

To edit a task that's already in the system, stay on the same page and scroll down. You'll see options like "Overdue," "Due in next __ days," or "Due Later," based on when the task is set to be completed. Simply click on the one that applies to your task.

Note: In the below example, we've used "Due in the next 14 days" as the time frame for task completion.

To update an existing task, you can modify various details. Change the task name, description, and comments as needed. If you have new documents to attach, you can do that too. Don't forget to update the status, due date, and assignee as well.

Once you've made all the necessary changes, click on "Save" to ensure your updates are stored.

And that's how you can update or add tasks for an employee even after they've already been assigned. Whether you're making small changes or adding new tasks, Keka makes it simple to manage your team's exit process.