How do I preview reassignments for a leaver?

Last reviewed 11 October 2026 · Part of Offboarding and employee separation

When an employee is selected, the system automatically previews what needs to be reassigned:

• Direct Reports — Number of employees who report to the departing employee, with names listed
• Workflow Roles — Number of workflow approver roles held by the departing employee
• Pending Tasks — Number of in-progress or pending task assignments

Each section shows a count and a dropdown to select the target employee for reassignment. These reassignments are automatically executed when the separation is approved.

Important: Reassignments executed on approval cannot be automatically reversed if the separation is later cancelled. Manual correction may be required.