Of course from time to time, Hive users move on from an organization, so to support the off-boarding process, we put together our top tips to approach this change proactively, so you don't miss any work!
Use this when transitioning your own work, or for a colleague who is leaving your organization.
If different people will take over different actions, reassign those actions before removing the member. During removal, Hive asks you to transfer their remaining unfinished actions and shared work to one workspace member. Choose someone with full access to the projects that contain those actions. See Removing a user from your workspace for the steps.
Identify all assigned actions
Capture an overview of all actions assigned to a specific user by creating a Summary View by selecting the user you wish to review. Leave all labels and projects set to all. You can reassign individual actions directly from the Summary View.
Note: The summary view creator will need to be a member of all projects where the user is assigned actions.
Your user will be able to view all assigned actions across their projects via their Home view. They can work to reassign all actions directly from this page easily.
Review project ownership
Review any projects where the user is a project owner. Create a Portfolio View, select all projects and the project owner column. You can sort and filter the project owner column to review your specific user.
Note: The portfolio view creator will need to be a member of all projects where the user is assigned actions.
Confirm manager role is updated
Where your departing user is a manager in Hive, a Hive admin can export your user list from the manager user UI and filter the manager column to quick identify any Hive users whose manager should be updated in Resourcing.
Leverage 'Home' to confirm all work is reassigned
As part of your exit process you may ask a user to export their Home view to PNG for you to hold on record. To do this ask the user to set the action grouping to None and then export to PNG. Use the export to check for unfinished actions still assigned to the departing member. Completed actions keep that member’s name.
Create a Hive Form to process your exit checklist
A Hive Form is a great tool to create a checklist for to ensure that all your exit tasks are complete. Create an exit process project and direct the form submission to create an action card where all the details and any attachments can be stored.