Creating Tasks and Reminders
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| − | ===Setting up Tasks=== | + | ===Setting up Tasks Overview=== |
Setting up tasks involves setting up a Workflow first. | Setting up tasks involves setting up a Workflow first. | ||
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* Setup new workstation | * Setup new workstation | ||
* Prepare budget for a welcome party. | * 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 | + | 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. |
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# We would set our Due Date Field to Start Date (Employee) | # We would set our Due Date Field to Start Date (Employee) | ||
# We would select checklist and create 3x fields, enter the names of the tasks and select the employee responsible. | # We would select checklist and create 3x fields, enter the names of the tasks and select the employee responsible. | ||
| − | # Save and | + | # Select '''Save''' and we are done. |
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| + | ===Setting up Tasks Steps=== | ||
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Revision as of 22:53, 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.
- We would create a workflow called New Employee Checklist and make the Workflow Task Type a Checklist.
- We would set our Due Date Field to Start Date (Employee)
- We would select checklist and create 3x fields, enter the names of the tasks and select the employee responsible.
- Select Save and we are done.
