Employee offboarding tools, work handovers, and bulk team import
13 August 2026
Manage team departures smoothly with automated task handovers via email and WhatsApp, bulk employee import, and automatic filtering of offboarded staff across your workspace.
New
- Team: Offboard departing staff with last-working-day tracking, automatic access revocation, and guided work reassignment.
- Team: Import multiple team members at once using the new bulk import feature.
- WhatsApp messages: Automatically notify team members via WhatsApp when work is handed over to them during staff offboarding.
- Emails: Send automated email summaries to assignees receiving tasks from departing employees.
Improved
- Tasks → Task details: Handed-over tasks now display a clear handover status badge and date, and offboarded staff are excluded from assignee lists.
- Clients: Offboarded staff are automatically filtered out when assigning client responsibilities, logging communications, or setting up compliance work.
- Leads: Excluded departed team members from lead assignment pickers.
- Proposals: Filtered out non-active staff when selecting proposal creators.
- Dashboard home: Added smoother loading placeholders for team activity, risk alerts, and work capacity widgets.