Managing Plans as an Assignee

As an Assignee to a task, you can manage plans by performing the following:

• Viewing Assigned Tasks

• Updating the Status of Tasks

• Adding Notes on Assigned Tasks

If you use any of the standard roles and access a plan that is created for you, you automatically assume an Assignee role. You can only view, update, and add notes to tasks that are assigned to you. You can view the complete list of tasks only of other employee plans.

Viewing Assigned Tasks

As an Assignee, you can view tasks through the Onboarding portlet, the Reminders portlet or email notifications.

To view tasks using the Onboarding portlet, see Using the Onboarding Portlet.

By using the Reminders portlet, you receive notifications on your dashboard. With the portlet, you can view the latest count of tasks assigned to you that are set to Not Started or In Progress.

To view assigned tasks on the Reminders portlet:

1. Go to Home.

2. On the Reminders portlet, click one of the following:

   • Onboarding Tasks

   • Offboarding Tasks

   Note:

   You need to add both reminders on the portlet to receive notifications. For more information, see Updates Preferences.

3. On the results page, locate the task you want to view. Click Edit or View to open the plan.

Employees and assignees automatically receive email notifications, which contain links to plans. To better understand the notifications, see Receiving Email Notifications.

Updating the Status of Tasks

You can update the status of your tasks by using the Onboarding portlet, the plan page or the Reminders portlet results page.

To update tasks using the Onboarding portlet, see Using the Onboarding Portlet.

Note:

All tasks, including required and optional tasks, need to be marked complete for the plan status to automatically set itself as Completed. Otherwise, the Coordinator needs to manually update the plan status. For more information, see Managing Plans as a Coordinator.

To update the task status on the plan page:

1. On the Onboarding/Offboarding Plan page, locate the task.

2. In the Task Status column, select a status from the list.

   Task Status	Description	Notes
   Not Started	All tasks are set to this status by default.	-
   In Progress	Select this status for tasks that you have started to work on.	The assignee status changes back from Not Started to In Progress if one or more task statuses are set to In Progress or Completed.
   Completed	Select this status for tasks that you have accomplished.	The assignee status changes to Completed after you have set all task statuses to Completed.

3. Click Save.

To update the task status from the Reminders portlet:

1. On the Reminders portlet, click one of the following:

   • Onboarding Tasks

   • Offboarding Tasks

2. To activate inline editing, turn on the Edit switch.

3. Locate the task on the list. Click the status of the task to select a new status.

Adding Notes on Assigned Tasks

As an assignee to a plan, you can enter your comments or notes for each task. These notes can be viewed and edited by the other assignees to the task.

As an employee for whom the plan was created, you can view the notes entered by the assignees.

To add notes on assigned tasks:

1. On the Onboarding/Offboarding Plan page, locate the task.

2. In the Notes column, enter your comments about the task. You can enter a maximum of 300 characters in this field.

3. Click OK.

4. Repeat Steps 2 to 3 to add notes to other tasks on the plan.

5. Click Save.

Related Topics

Managing Plans as a Coordinator

Managing Plans

General Notices