Tasks : how does it work?
Updated
by
Chris Storms
As a task administrator your can create tasks and assign a person who needs to perform the task (“Owner”). The task owner can also be yourself.
You can create a task
- either directly for an employee (the ‘Tasks’ menu under the ‘Employees’ tab)
- or on the overview screen (the ‘Tasks and Workflows’ menu under the ‘Organisation’ tab)
This way you can create a checklist with one more more tasks, each with their respective owners.
Because HR Selfservice is primarily an HR-tool, a task can also be linked to an employee (“About”), but this is not mandatory.
A short example :
Julie Maes is a task administrator in HR Selfservice. She creates the task “Order laptop” (the Task Title). The laptop needs to be ordered for a new hire Elly Johnson (the Task About). She assigns the task to Frank Carr (the Task Owner), the IT person who actually needs to order the laptop.
Julie can provide more optional details (e.g. “Elly is a designer so please make it a MacBook”), add an attachment (e.g. “Macbook specsheet.pdf”) and assign a due date by which the laptop needs to be ordered (E.g. “May 10 2026”)
Upon creating a task, and admin can save it with the status “On hold” or “Active”.
- On hold means that the task owner will not yet see the task in his/her task list and will not yet be notified that there is a new task waiting.
- Active means that the task owner is notified of his/her new task and that it appears in his/her task list.
Once the task is put on active, the owner receives an e-mail that a task has been assigned to him/her. The task will also appear on his/her task list.
The task owner can then either Complete or Reject the task.
- Upon completion a comment and/or attachment can be added to the task.
- If the task is rejected, a comment is mandatory.