How to Create Task Types, Events and Setup Tasks [Video]
How to View and Complete Onboarding Tasks [Video]
The event is a collection of related tasks to facilitate the Onboarding of a new employee or a group of new employees. Select On-boarding>Events from the Main Menu to see the list of tasks available.
Step 1 - Click ‘Add’ button in the Screen. The Add Event Screen will appear.
Step 2 – Complete the following fields.
|
Field |
Description |
|
Name |
Name of the Event |
|
Location |
Location of the Event (Office location of the new employee) |
|
Due Date |
The date before all the tasks needs to be completed |
|
Participants |
New Employee(s) Can add multiple employees. |
|
Owners |
The employee in charge of the event. It can add multiple employees. |
Step 3 – Click ‘Save.’ The ‘Save’ button will be replaced with two new buttons; ‘Edit’ and ‘Activate.’
Step 4 – Click ‘Edit’ If you want to change any value and click ‘Save.’
Step 5 – Click ‘Activate’ to initiate the event. You can do this another time if you wish.
Step 6 from the pop-up dialog box, select the tasks you want to add to this event.
Step 7 – Click ‘Generate Tasks.’
Step 8 – Click ‘Yes, Generate’ from the confirmation dialog box.
Read More on How to add Tasks from the below link.