In order to make the process of managing the created onboarding tasks, OrangeHRM has the option to search and edit tasks.

With onboarding, an employee comes many tasks that need to be created in order to ensure the onboarding process happens smoothly.

This feature allows the relevant departments involved in the onboarding process to manage the tasks efficiently.

In the task list, the user can see all the tasks generated by creating events with an overview.

To access this feature, go to Onboarding -> View Employee Tasks. Upon following this path, the 'Employee Tasks Information" screen is displayed. 

How to search employee tasks

Step 1 – Click the filter icon on the top right-hand corner of the screen.  The 'Filter Employee Tasks Information' screen is displayed.

Step 2 –Use the available fields to narrow down the search or to filter the result. 

 Step 3 – Click ‘Search’ once the selection criteria have been defined.  Upon clicking 'Search' the preferred results appear. By clicking the "Export to CSV" the information can be downloaded in CSV format. 

How to edit the tasks

Task owners and Admin users can make changes to the tasks assigned to them.

Step 1 – Click on the task name from the list. The 'Edit Employee Task Information' screen appears.

Step 2- By clicking the button the user can only edit the relevant fields after clicking this field.

Step 3 -Complete the following fields in order to edit.

Step 4 – Once when all the fields have been defined click the ‘Save’ button. 

Step 5 – If you wanted to perform an action on behalf of the task owner, click the 'Complete' button.