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Employee Task Profiles Overview

Allyson Ryan
  • Updated

Profiles are defined as a set of Tasks that need to be completed prior to employment. Tasks can also be used for existing employees Profiles when an employee is changing position or if the employee is leaving (Offboarding). These are classified as "Employee Task Profiles". 

Applicable Roles

  • Administrator
  • HR Administrator
  • HR Team

Contents

Examples of Employee Task Profiles

Change in Position - Here are the examples of the Tasks that need to occur if an employee is changing positions:

  • Pay Election Form
  • Retirement Form
  • Appointment Letter
  • New Badge Creation
  • Payroll informed of change information and their first day of the new position

Offboarding - Here are the examples of the different Offboarding Tasks:

  • IT Department needs to terminate the employee's network account
  • Security needs to be notified to deactivate badge
  • Benefits department needs to be informed
  • Laptop and any equipment need to be collected
  • Payroll needs to know the last day of employment to process the paycheck

PLEASE NOTE: ALL NOTIFICATIONS AND FORMS SHOULD BE CREATED PRIOR TO CREATING THE PROFILES AND TASKS. 

Step 1: Create Tasks

Tasks are individual actions that need to be completed in SchoolFront by the employee. See: Creating and Editing Tasks

There are 3 different Task Types that existing employee profiles can include, please click the link for specific instructions on each:

Step 2: Create a Profile

A Profile is a set of Tasks that need to be completed by employees in SchoolFront. See: Creating and Editing Profiles

Step 3: Add Tasks to Profile

Adding Tasks together creates a Profile for different employee situations based on the position/role of the employee or future employee: Onboarding, Offboarding, Changing Positions. Please see Add Task to Profile section of: Creating and Editing Profiles

Initiate Tasks for Existing Employees

There are three ways to initiate the tasks for existing employees in SchoolFront. For more information on these, please see Employee Task List Management – SchoolFront:

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