Onboarding and Offboarding Tasks

Employee-visible checklist items appear under My onboarding & offboarding tasks. Read the task, add an optional completion note, and mark it complete only after the work is finished. Completed tasks remain visible as evidence.

If a task is incorrect, overdue, or cannot be completed, contact HR rather than entering sensitive information in the completion note.

Probation and manager recommendations

When HR has configured probation, My probation shows your current period, review date, status, recorded outcome, and only feedback explicitly shared with you. Private manager and HR assessment notes are not shown. After a final outcome, acknowledge receipt to preserve the delivery record; acknowledgement does not mean that you agree. A probation outcome does not automatically change employment or Payroll; HR communicates any separate employment action.

If you are the assigned direct manager, Direct-report probation reviews lists only the employees assigned to you. Record a recommendation and assessment, and optionally add feedback visible to the employee. Submitting sends the recommendation to HR. It cannot confirm, extend, terminate, change salary, or alter Payroll. If the reporting relationship is no longer correct, contact HR instead of submitting.