Skip to main content

Employee Task List Management

Allyson Ryan
  • Updated

Employee Task Lists is a way for existing employees to complete Tasks related to their position. Through Employee Task List Management, you can view which tasks are incomplete, complete or cancelled. Employee Task List Management also confirms when the following profiles are generated: New Hire Profile, Offboarding Profile, Change in Position Profile. 

Applicable Roles:

  • Administrator
  • HR Administrator
  • HR Team

Contents:

Employee Task List Management Overview:

Navigate to Employee Task List To view all Task Profiles and their Status: 62.png

Select the Task Profile using the Magnifying Glass for a detailed view of what tasks are complete and incomplete:

63.png

Select the Task Tab:

64.png

Select the Profile Task to be brought to the All-Tasks grid: 

65.png

Select Edit to add Task Notes or change the assigned to selection:

66.png

Select Process Task to manually complete the task:

67..png

Note: You will also be able to view all activity for the task by selecting the “Log” tab.

The Three Methods for Initiating Profiles for Existing Employees

Initiate a Task Profile for an Employee on the Employee Task List Grid:

Navigate to the Employee Task List and select then "New Employee Task List":

68.png

Select the Staff member you wish to initiate the Task Profile for, select the Task Profile and click "Insert". 

Initiate a Task Profile for an Employee through the Active Employee Grid

Navigate to Active Employees

Select the employee by checking the box next to their staff ID. Next, select "Employee Task List" from the Select Action drop-down menu:

Select the appropriate Task Profile from the drop-down and click "Generate Employee Task List":

Initiate a Task Profile for an Employee through a Completed Form

Navigate to Process Forms - Form Managment:

Select the Form to modify by clicking the magnifying glass next to the Form Name. When the Form displays below, click "Edit":

VERY IMPORTANT: Select "Task Profile on Complete" to initiate the Task Profile and click Save at the bottom of the Details tab: 

The Task Profile will initiate automatically when the form is fully approved, and the Employee Task List will now show that the Task Profile has been generated. 

Related articles