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 a set of employees. A company cannot rush these set of activities instead they need to perform these activities very methodically.
Training and induction programs are considered as a part of onboarding activities but they are not the only activities that need to be conducted. For example, generally, a company allocates laptops/ desktops to their newly recruited junior executives, provides access to systems, introduces fellow employees and etc. 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 the ‘Add’ (which is towards the right-hand corner )button on 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 (New employee the owner), This field is autosuggestion enabled. Hence, the employees are suggested from the dropdown as the user starts to type. |
|
Also Notify Email |
The remainder 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 :