Manage Onboarding and Offboarding Items

You can manage items for an engagement.
  1. Navigate to the Home page in the MSP view.
  2. Click More > On/Off Boarding.
  3. Use the filters to locate the worker with the items to manage.
  4. In the Worker column, click the blue name text. All onboarding and offboarding items in all statuses open for the engagement.
  5. For each item type, modify the information. For example, for the asset management category, you can populate the Asset ID field with the assigned asset number.
  6. Click .
    You can delete an item by clicking the X next to the status drop down. Items that are deleted appear on the Deleted tab.