Dynamics 365 Human Resources

Task management: Onboarding/Offboarding/Transitions

Dropdown to choose task management

In task management you have access to onboarding, offboarding and transitions. If you want to see the different tasks in the different areas you have to choose the right are in the dropdown below Task management. The default is onboarding.

Onboarding, offboarding and transitions setup is exactly the same. After you’ve created the tasks and checklists, you can now put the two together and have your task management setup. Now you just need to add your checklists with all your tasks to your workers.

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