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
- The Three Methods for Initiating Profiles for Existing Employees
Employee Task List Management Overview:
Navigate to Employee Task List To view all Task Profiles and their Status:
Select the Task Profile using the Magnifying Glass for a detailed view of what tasks are complete and incomplete:
Select the Task Tab:
Select the Profile Task to be brought to the All-Tasks grid:
Select Edit to add Task Notes or change the assigned to selection:
Select Process Task to manually complete the task:
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":
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.