How You Manage New Hire Tasks

As a line manager or human resources (HR) specialist, you need to manage your new hire's tasks in Onboarding.

Here's where you manage onboarding tasks:

• If you're a line manager, go to My Team > Onboarding > My Tasks

• If you're a HR specialist, go to My Client Groups > Onboarding > My Tasks

Your Tasks

As a line manager or HR specialist, you may need to do onboarding tasks for your employees. You can track these tasks on the My Tasks page.

Your Employees' Tasks

On the Employees page, you can see tasks that your employees must do and tasks that others must do for them. For example, an IT department user may be assigned the task of buying a laptop for your employee.

You can see your employee's progress on the tasks and take these actions:

• Send a reminder to the employee to act on an overdue task. Employees receive a worklist or email notification.

• Edit the due date to give the employee more time on a task.

• Edit the allocated checklist.

• Edit the allocated task.

• Add a task by either creating from scratch or selecting a task from the task library. The employee will see this task in the Incomplete Tasks section. Note that you can add tasks even after the checklist is allocated.

• View progress of tasks assigned to other users.

• View the task notes.

• View tasks that are yet to be allocated.

• Set the task to complete.

• Set the task to not applicable.

• Save the task as draft.

• Add the task to the calendar.

• Reassign the task.

• Remove the task.

• Reopen the task.