Employee Lifecycle Management
Employee changes can affect policy assignments, ownership and access. Review those responsibilities as part of onboarding, role changes and offboarding.
1. Add or update a team member
With team-management access, open Team Members and choose Add Team Member. Enter the details requested, select an available role and choose Add Member. To update an existing colleague, open their team-member page and use Edit.
Check the colleague's department and manager where applicable so their records reflect the intended organisation structure. For a pending invitation, use Resend Invite when available.
2. Start a lifecycle transition
Authorised workspace administrators can open Employee Lifecycle and choose New Transition. Select the relevant employee and transition, fill in the requested information, and review it before submitting. Follow the transition's status and outstanding steps on that page.
3. Review responsibilities before offboarding
- Check the employee's policies in Policy Ownership and transfer responsibility where needed.
- Review pending policy reviews and other work with the responsible administrator.
- Review team access and the lifecycle transition's available actions.
Changing a team role and transferring policy ownership are separate actions. Confirm both where the colleague's responsibilities have changed.
4. Help employees find their tasks
Employees can use the My Tasks area for their assigned policies, attestations and training. Distribution emails may also contain a link to the relevant policy task. If a link has expired or access is unavailable, the employee should contact the administrator responsible for the distribution.
Still need help?
Email our support team at support@policy-suite.com — we typically respond within 24 hours.