Creating and Editing Profiles

Applicable Roles

• Administrator
• HR Administrator
• HR Team

Prerequisites

An Introduction to Profiles and Tasks, Creating and Editing Tasks, Task Types

Contents

Create a Profile

Add a Task to a Profile

Edit an Existing Profile

Edit a Task in a Profile 

Navigate to: Task Management / Task Profiles / Profiles

Create a Profile

1. Click "New Task Profile"

2. The lower portion of your screen will display the blank details of the New Task Profile to enter:

   

3. The Task Profile's Name

4. Select the Task Use Type from the drop-down:

   

5. Enter a description of the Task Profile

   

6. Click one of the following options:
   1. "Insert" to save the Task Profile
   2. "Insert and Add Another" to save the Task Profile and to continue adding Task Profiles
   3. "Cancel" to exit without saving

Once completed, the Task Profile will now have a "Tasks" tab, which is where you will add the individual Tasks to the overall Profile Task. 

Add a Task to a Profile

1. To begin adding Tasks to a Profile, select "New Profile Task" in the Task Tab:

   

2.  Sort Order indicates the sequence of the Profile Task and related Tasks

   1. If you are starting from the beginning and there are no Tasks associated with the Profile, your Sort Order will start at 1 and there will not be a "Wait For" option available. 

       

3. Depending on the Task you are creating:

   1. From the "Wait for" drop-down menu, choose the Task that needs to be completed prior to this one 
   2. Check the box "Automatic" if the Task should be initiated automatically without any human interaction

   

Default Assignment:  Tasks have a common set of attributes when assigned to a Profile. If there is a need to manually start the Tasks, select the appropriate Default Assignment Options

If selecting "Staff", select the corresponding staff member from the drop-down:

If selecting an Employee Group, click that button, and select the Employee Group from the drop-down to select the employee(s) or Employee Group assigned to the Task:

1. Select a Task Tag if applicable from the drop-down
2. Check the box if you wish the Profile Task to run for employees already in the Onboarding process

3. Select all applicable checkboxes next to the Task Name you would like to include in the Profile Task (checkboxes allow you to select as many or as few as you need)

   

4. Click Insert when complete

Edit an Existing Profile

1. Select the Profile you wish to edit by selecting the magnifying glass, to display the Details

2. Click "Edit"

   

3. Once your changes have been made, click "Save"

Please note: Once a Task Type is associated with an Applicant, Employee or Both - it cannot be edited. 

Edit a Task in a Profile

1. Select the Profile you wish to edit the tasks for, by clicking the magnifying glass to the left of the Profile name, to display the Details and Tasks tabs

2. Select the Tasks tab

   

3. Click the pencil icon next to the Task you are editing

   

4. The following window will open, to make the necessary changes:

   

5. Click Save when completed

*Please note: Disabling the task here will only disable the task within the Profile. For more information on Disabling Tasks, see How to Disable A Task – SchoolFront.