Lifecycle Tasks

Goal

Track onboarding / offboarding / probation work and HR actions (promotion, transfer, salary change, termination, and related events).

Who it is for

HR ops (hr_lifecycle.view / .manage), admins (hr_lifecycle.admin).

Preconditions

• Module hr_lifecycle enabled; employees exist.
• Event types and checklist templates configured in HR lifecycle setup.
• Org structure screens (hr-org) available under the same module for departments/jobs when you use them.

Steps

1. Open HR & Time → Lifecycle Tasks.
2. Review tasks by type: onboarding, offboarding, probation review, exit interview — complete checklist items as required by setup.
3. Raise or process HR actions (promotion, transfer, contract change, salary change, warning, termination, …) through the approval inbox when pending.
4. Only pending HR actions can be changed (hr.hr_action_not_pending otherwise).
5. Admins set default probation days, auto-create onboarding/offboarding tasks, checklist completion rules, event types, and templates under HR lifecycle setup.

Result

New hires and exits get consistent task lists; approved actions update employment context for compensation and payroll.

Related

• Recruiting & Talent
• Employees
• Compensation