Tags are labels that can be added to a Task. By including a Tag, it initiates the Task that is aligned to it. Tags allow you to customize the hiring process and you can use multiple Tags when hiring new employees. This reduces the number of Onboarding Profiles that need to be assigned to a job posting, and tags simplify the maintenance of Profiles.
Applicable Roles:
- Administrator
- HR Administrator
- HR Team
Contents:
Creating an Employee Edit Task
Creating a Tag
Navigate to Task Management - Task Profiles - Tags:
Click "New Task Tag", enter the Tag Name and Description and click "Insert":
Now that the Tag has been created, it can be attached to a Task, which is included in a Profile.
Types of Tasks
Here are examples of different types of tasks and their descriptions. For more information on these Tasks, click each link:
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Select an individual form to submit as a task. |
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Send Notification allows for users to send notifications to employees in order to facilitate a seamless internal communication process. |
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Manual Step will send notifications (reminder) to employees within the school district to complete actions in order to complete the process. |
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Applicant files will be moved to new hire’s personnel folders. The district determines which folders. |
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Specific fields for new hire will be put in a queue to feed into Financial Platform. Configuration varies per financial product. |
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Application Signature will allow for users to sign their RecruitFront Application digitally to be stored in their SchoolFront digital Personnel File. |
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Preset data such as: supervisor, location, grant access and dashboard summary. |
Creating a Task
Tasks should be created prior to Tags, click here for full instructions.
Navigate to Task Management - Task Profiles - Task:
Creating an Employee Data Edit Task
In Task Management/New Task - Create an Employee Data Edit Task by selecting "Employee Data Edits" in Task Type. Enter the Task Name, Task Description, Work Location, select supervisors and check the box for "Send Dashboard Summary Access":
Set Access Control (a list of staff that have access to the onboarded employee) and Set Access Granted (a list of staff that the onboarded employee will have access to), click Insert:
Creating a Profile
In Task Profile Management, create a Profile to add the Task to, click here for instructions.
Adding Task to Profile
Once your Profile is created, select the Task Tab and then "New Profile Task":
Check the boxes next to Task(s) to be added to the Profile, "Wait For" (optional), Select Automatic, Select Default Assignment if Manual Task, Select Tag and click Insert:
Hiring
Select your Candidate in Tracker, see Hiring A Tracker Candidate and Starting the Hiring Process – SchoolFront for more instructions. Once you've clicked "Hire" in the details tab of the candidate, the hiring options will appear, confirm the Task Profile is correct, check the box for "Initiate Selected Task Profile, select the Tags and Click Save: