Profiles are a combined set of tasks to be completed when an employee is hired, leaving or changing a position depending on their job category.
Applicable Roles:
- Administrator
- HR Administrator
- HR Team
Contents:
Create a Profile
Navigate to Task Management - Task Profiles - Profiles:
Select "New Task Profile", enter the name of the Profile, select the Task Use Type: Applicant, Employee or Both; Add the Profile Description and click "Insert":
Now, the Profile will have a "Task" tab, which is where you will add Tasks to the Profile:
Add a Task to a Profile
To begin adding Tasks to a Profile, select "New Profile Task" in the Task Tab of the Profile:
Select the information for the Profile's Tasks (checkboxes allow you to select as many or as few as you need):
Tasks have a common set of attributes when assigned to a Profile. If there is a need to manually start the Tasks, click the "Default Assignment" drop-down list to select the employee assigned to the Task.
Depending on the Task, either select "Wait for" and choose the Task that needs to be completed prior to this one, or "Automatic".
Automatic should be selected if the Task should be initiated automatically without any human interaction.
Sort Order will help you dictate which order each Task will be executed in.
Select a Task Tag if applicable.
Click Insert when complete.
Edit an Existing Profile
Navigate to Task Management - Task Profiles - Profiles:
Select the Profile you wish to edit by selecting the magnifying glass, and the Profile will display, and you can select "Edit" for your changes:
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
Navigate to Task Management - Task Profiles - Profiles:
Select the Profile you wish to edit the tasks for, by selecting the magnifying glass, and the Profile will display. Select the Tasks tab, then click the pencil icon next to the Task you are editing:
The following window will open, here you can make the necessary changes and click "Save":
*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.