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Offboard a colleague and check that their work has been reassigned

Learn how to offboard a colleague and make sure none of their work is left behind.

Written by Yuliya Chakhovich

Offboarding is done by your organization's own admin team, not by Loctax. Before you disable anyone, find what they're responsible for.

1. Reassign their work

  1. Open Tasks, select All tasks and filter on their name to see their open tasks.

  2. Reassign each one: open the task and change its assignee.

  3. For lasting responsibilities, change the responsible person on the entity's obligations, so future tasks go to the new owner.

  4. Check that nothing is left: when the filter on their name shows no open tasks, you're done.

2. Disable the user

  1. Open the organization menu, select Organization settings, then Users.

  2. Open the menu at the end of their row, select Disable user and confirm with Disable.

A disabled user can no longer sign in. Their comments, history and completed work stay in Loctax as part of your audit trail.

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