What are task assignments?
Tasks are activities that must be completed to onboard a New Hire. Tasks can be designated as owned by the HR User Only or the New Hire. Tasks assigned to the HR User can serve as internal reminders and checklists for the HR staff to ensure all onboarding requirements are completed. Tasks assigned to the New Hire communicate specific actions need to be completed to finalize the onboarding process (e.g., fulfilling various background investigation requirements, drug testing, physical fitness tests, and other pre-employment obligations).
What are workflows?
A workflow is a set of tasks that can be assigned to HR Users or the New Hire. Workflows provide HR Users with an option to simultaneously assign tasks that are routinely assigned to New Hires. This feature eliminates the need to individually assign tasks and reduces inadvertent omission of assignments to New Hires.
Who can create tasks and workflows?
HR Users with appropriate permissions can view, create, edit, and delete tasks and workflows using the Manage Tasks or Manage Workflows pages. However, any user within an organization or office with permissions to ‘Add Tasks’ can assign Tasks and/or Workflows to a New Hire record.
How can a schedule be created for tasks within a workflow?
HR Users with permissions to ‘Create/Edit Workflows’ can create a schedule for when each task should be completed to ensure timely entry on duty. This can be done by accessing the workflow within Admin>Workflow Templates>Manage Workflows and opening the ‘Workflow Activities’ chevron. From here, setting ‘Task Rules’ allows the system to automatically activate tasks, update due dates and/or send data to a third party system when tasks are completed based on the criteria set.
Can an HR User edit the task once it has been assigned to the New Hire?
Yes. HR Users with appropriate permissions can edit the name, instructions, and due date of tasks that have been assigned but not yet completed by a New Hire.
Can a New Hire mark tasks as complete?
Yes. New Hires may mark General and Document Review tasks as complete by entering a completion date; form and questionnaire related tasks cannot be manually completed. This completion date will also populate on the HR User interface indicating to the HR User the task is complete.