3Using Tasks
Your Tasks
A task is an action you need to perform regarding a requisition, submission, offer, or candidate. Tasks are listed under the Tasks menu.
When in the Tasks list, you can view tasks assigned to you. You can filter tasks using different filters such as task type, tasks related to candidates or requisitions. When you're ready to accomplish a task, you click on the task name and you're brought to the page where you can perform the task. A task can only be performed by the owner of the task or their delegate.
You can approve requisitions or offers and their attachments using the Tasks list even though you may not have permission to view or edit those requisitions and offers. Requisition Approval and Offer Approval tasks are created and then assigned to you. These tasks appear on your Tasks List where you're able to take action.
Here’s the list of available tasks:
-
Approve offer
-
Approve requisition
-
Check for duplicates
-
Complete requisition
-
Complete selection process
-
Configure requisition sourcing
-
Confirm employee presence
-
Contribute
-
Extend offer
-
Extend posting dates
-
Fill requisition
-
Finalize start date
-
Modify approval process
The Tasks list has a column called Relates to, which indicates what the task relates to. For example, the name/title and the type of item is provided. You can click it to display all of its details. Icons also help you identity the type of item.
| Tasks related to offers |  |
| Tasks related to submissions |  |
| Tasks related to candidate general profiles |  |
| Tasks related to requisitions |  |
Delegate Tasks
If you have the proper permissions, you’re able to delegate your tasks to a different user as long as that user has permissions that are equal to or greater than yours. You can select the delegate and the time frame for which you want them to approve your tasks.