How to keep your Offboarding lists tidy

Table of Contents

• Archive an offboarding
• Reactivate an archived offboarding
• Delete an archived offboarding
• Where to find archived offboardings

 

---

 

Archive an offboarding

To archive an offboarding in Huma means to move the offboarding process for a specific employee or group out of the active or ongoing list, storing it as a completed or inactive record. This does not delete the data permanently. Archived offboardings can still be accessed for reference or reporting, but they are no longer visible in the active offboarding dashboard.

To archive an offboarding you must have a "System or User Role with Full access to Onboarding".

1. Go to “Offboarding  module”
2. Navigate to “Active”
3. Click on the "three dots" located to the right of the offboarding in the list, or within the spesific offboarding with the "three dots" located at the top right corner.
4. Select “Archive” and the offboarding will then move to “Archive”
   1. Uncompleted task will remain uncompleted, assigned and available to the assignee
   2. Users with "System role with Full Access to Onboarding", will have access to all archived offboardings. 
   3. Users with "User role with Full Access to Offboarding", will have access to archived offboardings for the group they have permission over.
      
      
      

• If you add a task to an 'Archived Offboarding' the assignee will still receive the task, and it will be shown on their dashboard.

 

 

Reactivate an archived offboarding

To reactivate an archived offboarding you must have a "System or User Role with Full access to Offboarding".

You can always reactivate an "Archived offboarding"

1. Go to “Offboarding  module”
2. Navigate to the "Archive tab”
   1. Click on the "three dots" located to the right of the archived offboarding and "Reactivate"
   2. You can also reactivate the archived offboarding within the spesific offboarding.
      Navigate to the offboarding, click the "three dots" in the top right corner and "Reactivate". 
3. Click "Reactivate"
4. The offboarding will then move to "Active"

 

• Task will still be available for the assigned users. 

 

 

 

Delete an archived onboarding

To delete an archived onboarding you must have a "System or User Role with Full access to Offboarding".

You can always delete an "Archived offboarding"

1. Go to “Offboarding  module”
2. Navigate to the "Archive tab”
   1. Click on the "three dots" located to the right of the archived offboarding and "delete"
   2. You can also delete the archived offboarding within the spesific offboarding.
      Navigate to the offboarding, click the "three dots" in the top right corner and "Delete".
3. The offboarding will then be deleted, and it´s tasks. 

 

• Deleted archived offboardings cannot be restored. 

 

 

 

Where to find my archived onboardings

Users with a "System or User role with Full Access to Offboarding" can always view archived offboardings for the users they are granted access over. 

To find your archived process you need to

1. Go to “Offboarding module”
2. Navigate to “Archive”
3. A list of your "Archived offboardings" will be listed. 

 

 

Read more about Offboarding in Huma here.