Creating Tasks and Reminders

Revision as of 22:54, 12 May 2010

Tasks & Reminders

My Tasks & Reminders is a workflow driven system designed to make the delegating of HR Tasks easier. Employee's who are 'responsible' for the carrying out of tasks are the people who see the tasks on their My Tasks & Reminders list.

Setting up Tasks Overview

Setting up tasks involves setting up a Workflow first.
In our example we want to create a New Employee Checklist, due on the Employee Start Date and has the following tasks:

• Prepare employee contract
• Setup new workstation
• Prepare budget for a welcome party.

Of course we are not going to be performing all these tasks by ourselves, but this is where we delegate these tasks to the appropriate person.

1. We would create a workflow called New Employee Checklist and make the Workflow Task Type a Checklist.
2. We would set our Due Date Field to Start Date (Employee)
3. We would select checklist and create 3x fields, enter the names of the tasks and select the employee responsible.
4. Select Save and we are done.

Setting up Tasks Steps