Creating Employee Tasks

Employee Tasks are primarily used within checklist templates, but can also be assigned as individual tasks.

To create tasks, you'll first need to navigate into the Administration section and select the Templates submenu:

From the options, choose Tasks and then select the (+) icon in the top right corner of the screen:

On the following screen, you'll be presented with the following form:

You'll need to complete the following:

• Title
• Type
  • Action - The task requires an action to be completed e.g., upload a document.
  • Notification - A task assigned to send an email notification. This can be assigned to the system, or to a department.
  • Handbook* - The task requires the employee to acknowledge a policy document.
  • Document* - The task requires the employees to submit a confidential record or form.
• Category
• Assign To
• Reminder Enabled (optional) - Send a reminder for the task due date.
• Due Date Type
  • Offset - The due date will be offset by the contract start date.
  • Specific - Enter a specific date for the offset.
• Due Date Offset
  • Days/Months
  • After/Before

*Please note that the Handbook and Document types are only available with the Employee Record and Policies and Procedures enhancements for the software.

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