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Creating and Editing Profiles

Allyson Ryan
  • Updated

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

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 

Create a Profile

  1. Navigate to Task Management - Task Profiles - Profiles

  2. Select "New Task Profile"

  3. Enter the Task Profile's Name
  4. Select the Task Use Type from the drop-down:
    • Applicant
    • Employee
    • Both
  5. Enter a description of the Task Profile
  6. Click "Insert" or "Insert and Add Another" to continue adding Task Profiles

Now, the Task Profile will 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 of the Profile:

  1. Depending on the Task, either select "Wait for" and choose the Task that needs to be completed prior to this one or check the box "Automatic" if the Task should be initiated automatically without any human interaction. Sort Order indicates the sequence of the Profile Task and related Tasks. 

  1. 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 from the appropriate Default Assignment Option:
    1. If selecting "Staff", select the corresponding staff member from the drop-down. 
    2. 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
  2. Select a Task Tag if applicable from the drop-down
  3. Check the box if you wish the Profile Task to run for employees already in the Onboarding process
  4. 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)
  5. Click Insert when complete

Edit an Existing Profile

  1. Navigate to Task Management - Task Profiles - Profiles

  2. Select the Profile you wish to edit by selecting the magnifying glass, and the Profile will display, select "Edit" for your changes:

  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. Navigate to Task Management - Task Profiles - Profiles

  2. Select the Profile you wish to edit the tasks for, by clicking the magnifying glass to the left of the Profile name, and the Profile will display in the lower half of the grid

  3. Select the Tasks tab

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

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

  1. 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.

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