Task
A task is an action a user needs to perform regarding a requisition, a candidate file, or an offer.
Tasks are generated by the system and displayed in the Tasks channel (home page) and in the Tasks list.
Tasks Channel
The Tasks channel may display tasks related to requisitions, candidates, offers, and self-assigned tasks. Clicking an hyperlink in the Tasks channel gives access to the Tasks list where users can see all tasks in one list view and use quick filters to filter the list. .
Tasks List
The Tasks list presents task information in different columns and provides quick filters. Columns and quick filters are not configurable.
In the Tasks list, a task can only be executed by the owner of the task or their delegate. A task that can be executed is underlined and clickable. All system-generated tasks show the due date as "blank" and the priority as "normal". These fields are present to support any candidate self-assigned tasks which do have due dates and priority set.
In the Tasks list, when selecting the "I own" filter, tasks related to requisitions the user owns (as a user and user assistant) are displayed. If a system-generated task is assigned to the user, both the user and user's assistant will be able to perform the task. If a system-generated task is assigned to the user assistant, both the user assistant and user will be able to perform the task. In both cases the task will be displayed as a link.Available Tasks
| Tasks Related to Requisitions | Description |
|---|---|
| To be completed | Reminds the user that a requisition still has to be completed before it can be posted. The task is generated at the creation of a requisition. The task is assigned to the recruiter assistant. If there is none, it is assigned to the recruiter. |
| Approve requisition | Reminds the user to approve a requisition. |
| Ready for sourcing | Reminds the user that a requisition is ready to be posted. The Ready for sourcing task is generated once the requisition is Approved and the completion level is Ready for sourcing. If the requisition is approved by the Save As Open action, the Ready for sourcing task is assigned to the recruiter assistant. If there is none, it is assigned to the recruiter. If the requisition is approved by the Request Approval action, the Ready for sourcing task will be assigned to the user specified in the After Approval section of the Request Approval window. |
| Amend Approval Path | Reminds the user to perform the Amend Approval Path action for a requisition. The Amend Approval Path task is generated when an other user has performed the action Request Approval Path Amendment and selected the user as the assignee. |
| Sourcing strategy to be defined | Reminds the user that the Posting and Sourcing must be defined for a specific requisition. |
| Contribute | The Contribute task is the result of the Request Contribution action assigned to the contributor. It reminds the user that a contribution is required for a specific requisition. |
| To be filled | Reminds the user that a requisition has to be manually filled because it was not automatically filled for some reasons. |
| Complete Selection Process | Reminds the user to complete the selection process. The task appears when something is preventing the hire process. The task is assigned to the recruiter assistant. If there is none, it is assigned to the recruiter. |
| Extend posting | Reminds the user to extend the posting of a requisition. |
| Tasks Related to Candidate Files | Description |
|---|---|
| Finalize Start Date | Reminds the user to set as final the start date for the offers accepted with a tentative start date. |
| Duplicate Check | When a candidate applies on a career section and a duplicate check is not performed immediately, a Duplicate Check task is generated. The task is assigned to the recruiter assistant. If there is none, it is assigned to the recruiter. |
| Self-Assigned Task | A self-assigned task is a task users create for themselves. |
| Tasks Related to Offers | Description |
|---|---|
| Extend Offer | Reminds the user to extend an offer. |
| Approve Offer | Reminds the user to approve an offer. |
| Confirm Employee Presence | Reminds the user to set as Hired candidates who have accepted an offer with a non-tentative start date. The task is assigned to the recruiter assistant. If there is none, it is assigned to the recruiter. |
Rules Regarding Task Assignment
Tasks are assigned to a user or to the user's assistant according to these rules:
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When a system-generated task is created, the assignee is always the "user's assistant" (if a user assistant is identified). Otherwise, the assignee is always the user. However, the user also has access to these tasks even though they were assigned to the assistant.
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Both the user and the user's assistant can access the linked task regardless to whom (user or assistant) the task was assigned to.
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If a user assistant is identified after a system-generated task was created, the task will remain assigned to the user, but the linked task will be available to both the user and user's assistant.
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If a user assistant was assigned a task and the user assistant was later removed, the task will automatically be re-assigned to the user.