How to Create Task Types, Events and Setup Tasks [Video]
How to View and Complete Onboarding Tasks [Video]
A company has a certain set of activities to perform once when they onboard new recruits..
With OrangeHRM, HR professionals can now easily add tasks relating to onboarding. This action can be performed by an admin. Before the user begins to manage the onboarding process, the user needs to set up different tasks associated with the process.
Go to Onboarding ->Task Types. By following the mentioned path, the 'Task Types' screen is displayed.
Step 1 – Click on the ‘Add’ button on the top left corner of the screen. The 'Task Type Details' screen appears.
Step 2 – Complete the following fields.
|
Field |
Description |
|
Name |
Name of the task |
|
Notified before |
If the task is incomplete, how long before the due date a reminder should be sent. It can be based on days or weeks. |
|
Default Owner |
The person who is responsible for the task. Leave the field blank to make the participant the new employee, This field is autosuggestion enabled. Hence, the employees are suggested from the dropdown as the user starts to type |
|
Also Notify Email |
The reminder can be sent to a specific email address |
|
Description |
Describe the task |
Step 3 – Click ‘Save' and repeat the process to add more tasks.
Refer the following :