Tasks and workflows (Pilot)

13 articles

​What is 'Tasks and workflows'

‘Tasks and Workflows’ helps you organise HR processes in a clear and consistent way. In its simplest form, it’s a list of tasks that you (or someone else) need to carry out – a to-do list. But it can…

Updated by Chris Storms

Tasks : how does it work?

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…

Updated by Chris Storms

What is a Task?

A Task is an action that needs to be completed by one person. A Task: has a Title. is linked to an employee (About). has one Owner. has a Status. can contain Details, Files and a Due date.

Updated by Chris Storms

Who can do what in Tasks?

Administrators. Administrators can: create a New task. edit Tasks. set Tasks to On hold or Active. view all Tasks via the Tasks overview. Employees (Owners). Employees: can see their assigned tasks w…

Updated by Chris Storms

Creating a New task

A Task admin can create a New task: at organisation level. or from the employee level. With following fields Title Owner (the person who will need to perform the task). About (the person the task is…

Updated by Chris Storms

Task notifications

When a Task becomes Active: the Owner receives an email “HR Selfservice: you have been assigned a new task”. the Task appears in Your active tasks notification on the owners homepage. administrators…

Updated by Chris Storms

Task statuses

A Task can have one of the following statuses: On hold. Active. Completed. Rejected. Action required : used when a task does not yet have an Owner , typically after rolling out a template. Who can ch…

Updated by Chris Storms

What is a workflow?

A workflow consists of a number of related tasks concerning the same subject and the same person.. The underlying tasks therefore always have the same ‘Subject’. A workflow can also have a due date.…

Updated by Chris Storms

What are workflow templates and why should you use them?

What are workflow templates? A workflow template is a reusable blueprint for a process consisting of multiple tasks. Instead of creating the same workflow again and again (e.g. onboarding), you can c…

Updated by Chris Storms

How to create and manage workflow templates

Create a workflow template. Step 1 — Open the Templates view You have a dedicated Templates view , in the dropdown under Tasks view and Workflow view Step 2 — Create a new template Click New template…

Updated by Chris Storms

How to create workflows from a template (and what to watch out for)

Create a workflow from a template. Step 1 — Go to Workflow view Templates are used from the Workflows view Step 2 — Click “New workflow” Use the split button to select a workflow template Step 3 — Co…

Updated by Chris Storms

What is not yet available during the pilot?

Tasks & Workflows are currently in pilot phase. We are actively continuing development, but not everything is available yet. What is not yet included: Reminders You can already set a Due date for a T…

Updated by Chris Storms

Set a reminder for a task

You can set a reminder when creating or editing a task. You can only set a reminder if the task has a due date.After entering a due date, select Send reminder. You can then: Enter how many days befor…

Updated by Chris Storms

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