Work handover

[Efficient work handover] can have a positive impact on all levels of enterprise operation, and solve the turnover of task executors in various scenarios such as enterprise personnel department changes, team restructuring, long-term leave, entry and departure, from improving efficiency to enhancing the satisfaction of employees and customers, it is a key part of the digital transformation of enterprises.

The exclusive YIDA further enhances the efficiency of the [work handover] scenario in data-based construction.

Work handover

Supports batch retrieval and batch transfer of in-transit tasks under the name of designated personnel.

• Open to the platform administrator (the main platform administrator and the sub-platform administrator have the permission to manage the category). For in-transit approval tasks, you can display the in-transit process in a list and transfer it to designated personnel in batches.
• With the task management of the agent center, you can directly select the fast transfer of long-term inefficient tasks of the agent.
• Currently, it supports on-the-job task retrieval for on-the-job personnel. Follow-up meetingsSupport for resignationThe task processing.
• Currently, it is only within the organization and does not support cross-organization and upstream and downstream organizations.

When the staff's position changes, the responsibilities of the current position and the matters in charge can be transferred to the successor in batches.

Step 1: query the in-transit approval task of a designated person
Step 2: transfer to task successors in batches and notify task reminders