Enabling the Dashboard Summary is an option to receive a daily summary of pending items in an employee's "Items Requiring Your Attention" section of the platform, instead of a new email every time there is a dashboard notification. The steps below describe how to perform this function as part of a Task Profile.
Applicable Roles
- HR Administrator
- HR Team
Step-by-Step Instructions
Navigate to: Task Management / Task Profiles / Tasks
- Click "New Task"
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In the blank Details below, select the drop-down Task Type to "Employee Data Edits"
- Enter the Task Name
- Enter the Task Description (Required)
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Enter the Task Type Configuration fields
- Check the Send Dashboard Summary box
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Select the SchoolFront Roles
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Set the Access Control and Access Granted information
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Click Insert to complete; Insert and Add Another to continue to create Tasks
See: Creating and Editing Profiles for further instructions on adding the Task to a Task Profile