The Manual Step Task is a reminder to complete a Task outside of SchoolFront. These steps will send notifications to employees within the school district to complete actions in order to complete the process. An example of this would be to add additional employee information into SchoolFront, print fingerprint information from NYSED site, confirm certifications in TEACH, or upload a scanned document to a new hire digital file.
Applicable Roles
- HR Admin
- HR Team
Prerequisites:
An Introduction to Profiles and Tasks, Employee Task Profiles Overview, Creating and Editing Tasks
Step-by-Step Instructions - Create a Manual Step as a Task
Navigate to: Task Management / Task Profiles / Tasks
- Select New Task
-
From the Task Type drop-down menu, select Manual Step (once selected, the system will refresh the available options in the remaining Details fields)
- Enter a Task Name
-
Enter a Task Description
- Select Insert to save; Cancel to back out without Saving; Insert and Add Another to continue to create Tasks