TM Onboarding - How to Cancel an Engagement
Applicable Product:
- Talent Management: Onboarding
Applicable Release:
- All
Summary:
This article shows the steps on how to cancel an Engagement
Details:
Onboarding administrators and engagement managers can cancel engagements. When an engagement is canceled, the application automatically does the following:
- Updates the engagement's status to Canceled.
- Changes the statuses of all tasks to Canceled.
Warning: Once an engagement is canceled, you cannot reopen it. Canceling an engagement automatically cancels all of its tasks. Exercise caution when you use this feature.
To cancel an engagement
- Go to Menu > Reports > Grid Reporting > Onboarding and choose an engagement SmartGrid view.
- Click an engagement subject name to open the record, then click the Details tab.
- Click Change Status at the bottom of the page. The Change Engagement Status dialog box appears.
- Select Canceled from the drop-down menu.
- Optionally, enter a reason for canceling the engagement.
- Click Save.