Setting Up Tasks by Location
Access the Work With Setup Tasks Details form.
To set up tasks by location:
On Work With Setup Tasks, click Add.
On Work With Setup Tasks Details, complete these fields in the header area:
Task Type
Enter a code that represents the primary category or classification of an employee setup task. Define the valid values in user defined code list 08/T1.
Sub Class
Enter a code that represents the classification of the current task. The system uses this code to further define the task.
Description
Enter an alphanumeric description of the employee setup task.
Required Location Fields
Enter a value that represents the number of location category codes that you need to know to accomplish the current setup task. For example, to install a telephone you might need to know the first four location codes (state, city, building, and office number). To set up a computer account, you might need to know only the first two location codes (state and city).
Ranking
Enter a code that specifies the rank of tasks within a task type. You rank tasks to restrict users from changing the subclass of a task to a subclass with a higher rank.
Final Task Status
Enter a code that represents the status that the task will be set to when it is completed. Numeric status codes are reserved for competed tasks.
Select the Approval Required option in the header area, if applicable:
Approval Required
Enter a code that specifies whether an approval is required for this task. Values are:
Y: An approval is required for this task.
N: An approval is not required for this task.
Enter your address book number or the address book number of the person responsible for monitoring this task in the Task Owner field. This field is information only this person will not receive any messages or approvals.
Task Owner
Enter the address book number of the owner of the setup task. This person is responsible for the task and will receive approval messages in the event that a task approver has not been entered on a task that requires an approval or the task approver has not responded to an approval request.
This is an optional field.
Complete the optional Application Form Name field if you have an additional form set up to enter additional task information.
Note: This application is accessed from the approval application or the Employee Setup Entry form. However it will only work on a Windows client and not on the web.Application Form Name
Enter the name of the application associated with a task. This application will provide a place for the user to enter specific information necessary to complete the setup task.
This is an optional field.
Complete the Task Recipient field in the detail area.
The task recipient receives any email, work order, or report that you attach to this task.
Task Recipient
Enter the address book number of the person who is assigned to the current employee setup task.
This is an optional field.
To identify the employee work space, complete as many of the Location Code fields that are required.
Location Code 1–10
Enter a user defined category code that defines the location of an employee. You set up this code to meet the needs of your organization. For example, you can set up a category code to represent country, city, state, campus, building, office, or other location.
The Human Resources system provides this code to enable you to define a custom setup process for new employees based on the location where the employee will work.
To define the number of required fields, you can set the required value in the Required Location Fields field.
The system displays an error if fewer than the required number of fields are completed.
Required Location Fields
Enter a value that represents the number of location category codes you need to know to accomplish the current setup task. For example, to install a telephone you might need to know the first four location codes (state, city, building, and office number). To set up a computer account, you might need to know only the first two location codes (state and city).
If you select the Approval Required option, complete the Approver field.
Approval Required
Enter a code that specifies whether an approval is required for this task. Values are:
Y: An approval is required for this task.
N: An approval is not required for this task.
Approver
Enter the address book number of the person who approves any given work. The system verifies this number against the F0101 table.
If you set up a customized report for this task, complete the Report Name and Version fields:
Report Name
Enter the name that identifies an Enterprise One report that will be sent to the task recipient when the task is processed.
Report Name
Version
If you set up an additional workflow process for this task, complete the Process ID field.
Process ID
Enter the process name of the workflow process you want to assign to this task. This process will get started when the task is processed.
To send an email message to the task recipient, complete the Send Email field. The text of the email message comes from media object attached to this task. The hiring manager is given the opportunity to update the contents of this media object on the Employee Setup Task Entry form. This is a way to send task specific information to the person assigned to work on the task.
If your organizational procedures are set up for work orders, you might want to create a work order for this task.
If you create a work order, complete the Order Number field.
Complete these fields so that the system can determine the start date of the task:
Offset Days
Enter the number of days, plus or minus, to adjust the actual start date (or the date work will begin on the task). The start date is calculated by taking the Base on Date and subtracting the number of days in the Duration field and then adding the days in the Offset Days field. For example, if you want the phone installation to be completed one day prior to the employee arriving at his or her desk and it takes 3 days to install a phone, then you would enter the these values:
Arrival Date: Based on Date
3: Duration
–1: Offset
These settings cause the phone installation process to start four days prior to the arrival date.
Duration
Enter a value that specifies how long the setup task will take. The system also uses this value to calculate the task start date.
Based on Date
Enter a user defined code (08/BO) that will specify which date you use to calculate the completion date of the setup task. Predefined values are Arrival Date, Creation Date or Start Date. Arrival Date is entered by the hiring manager when creating the setup process. Creation Date is the date the setup process was created and the Start Date is the DateEmployementStart (DST) in the Employee Master record (F060116)
Repeat these steps to enter different locations for the task.
When you are finished, click OK.