Review offboarding knowledge transfer summaries using Now Assist

  • Release version: Australia
  • Updated March 4, 2026
  • 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 Now Assist.

    Role required: employee

    About this task

    When a manager completes a knowledge transfer request for a departing employee, the employee receives a notification from Now Assist in Virtual Agent 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 All > Self-Service > Employee Center.
      A notification from Now Assist in Virtual Agent appears.
    2. Select the Now Assist icon.
      Now Assist in Virtual Agent 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
    3. Optional: Select the link provided by Now Assist in Virtual Agent 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
    4. Optional: Edit the information reflected in the knowledge transfer summary.
      OptionDescription
      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.
    5. In the Now Assist in Virtual Agent chat, enter Yes 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.