---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/employee-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Review offboarding knowledge transfer summaries using Now Assist

# Review offboarding knowledge transfer summaries using Now Assist {#ariaid-title1}

Release version: Australia  
Updated March 4, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Departing employees working for organizations using the offboarding knowledge transfer plan generation agentic workflow can use Now Assist in Virtual Agent to review and approve AI-generated knowledge transfer summaries. Once the employee approves the summary, it's shared with the manager and designated team members.

## Before you begin

The manager must have completed the knowledge transfer request for the departing employee. For more information about this process, see [Generate offboarding knowledge transfer plans using ServiceNow Otto](https://servicenow-prod.fluidtopics.net/ykB__K0f9j67Ry3mX6gpzw "Managers working for organizations using the offboarding knowledge transfer plan generation agentic workflow can use to initiate a knowledge transfer request for departing employees. Once the manager confirms the request, an AI agent automatically discovers and categorizes the employee's documents into a structured knowledge transfer summary.").

Role required: employee

## About this task

When a manager completes a knowledge transfer request for a departing employee, the employee receives a notification from ServiceNow Otto after they access the Employee Center. The employee is prompted to review and approve the AI-generated knowledge transfer summary before it's shared with the manager.

## Procedure

1. Navigate to AllSelf-ServiceEmployee Center.  
   A notification from ServiceNow Otto appears.
2. Select the ServiceNow Otto icon.  
   ServiceNow Otto outputs a message that includes the following information:
   * Name of the manager who requested the knowledge transfer
   * Confirmation that a knowledge transfer has been requested
   * A summary of the work produced by the departing employee for the specified time range, organized into categories with descriptions and links to view associated resources
   * A link to view the knowledge transfer summary
   * A prompt to confirm whether the knowledge transfer is complete so it can be shared with the manager
   {#review-knowledge-xfer-na__ul_jvy_lhn_m3c}
3. **Optional:** Select the link provided by ServiceNow Otto to view the knowledge transfer summary.  
   A knowledge transfer page for the departing employee appears and contains the following information:
   * The time range for the knowledge transfer
   * Key projects and resources organized by category, each with a description and associated resources
   {#review-knowledge-xfer-na__ul_mt3_wmn_m3c}
4. **Optional:** Edit the information reflected in the knowledge transfer summary.

   | Option | Description |
   | Add a project | Select the Add a project button to create a project with a title and description. |
   | Edit a project | Locate a project and select the corresponding More actions icon. Then, select Edit to update the project title or description. |
   | Delete a project | Locate a project and select the corresponding More actions icon. Then, select Delete to remove the project and its associated resources. |
   | Add a resource | Select the Add a resource button within a project to add a resource with the following information: resource name, type, URL, and an optional note. |
   | Edit a resource | Locate a resource and select the corresponding More actions icon. Then, select Edit to update the resource details. |
   | Move a resource | Locate a resource and select the corresponding More actions icon. Then, select Move to move the resource to a different project. |
   | Delete a resource | Locate a resource and select the corresponding More actions icon. Then, select Delete to remove the resource from the project. |
   |-|-|

   {#review-knowledge-xfer-na__choicetable_unc_f4n_m3c}
5. In the ServiceNow Otto chat, enter <kbd class="ph userinput">Yes</kbd> to confirm that the knowledge transfer is complete and ready to share with the manager.

## Result

The knowledge transfer summary is approved and shared with the manager. The manager is notified that the departing employee has completed the knowledge transfer review.

## What to do next

The manager can review the knowledge transfer summary approved by the departing employee and share it with successors who will assume their duties.

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