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:
- Change the drop-down Task Type to "Employee Data Edits":
- Title the task and check the "Send Dashboard Summary" box and click "Insert":
- See: Creating and Editing Profiles for further instructions on adding the Task to a Task Profile