How to Manage and Create Tasks in Employee Navigator

Tasks

The ONBOARDING application allows tasks to be assigned based on conditions under the employee profile and has reporting and management capabilities on all current and historical assignment records. Tasks are most often used during the New Hire Onboarding Process, but may also be used for annual compliance requirements, or when an employee completes a specific event in the system.  

Tools

The TOOLS section provides the ability to complete various task functions, such as Approve Tasks, and Bulk Assign Tasks.

Dashboard 

The DASHBOARD provides a summary of current tasks and employee assignments. Each task can be opened by clicking on its name under Manage Tasks. The INCOMPLETE button links to SEND REMINDERS/LIST INCOMPLETE and the HIRE PENDING links to APPROVE TASKS. These tools are discussed below.

Send Reminders/List Incomplete 

Provides the ability to send email reminders to employees who have failed to complete assigned tasks.

To send a reminder email to incomplete employees:

1. Click SEND REMINDERS/LIST INCOMPLETE

2. Click REMINDER tab.

3. Check the category(s) for the reminder.

4. Select the timeframe for the Assigned and Incomplete (All, for >1 day, for >7 days, for>  30 days).  

5. Enter email subject and message.

6. Click SEND.

To approve incomplete employee tasks:  

1. Click SEND REMINDERS/LIST INCOMPLETE

2. Click LIST tab.  

3. Select task from drop down box.

4. Click three blue dots to Mark Completed, Dismiss, View Details, Add Note.

5. All visible employees can be group dismiss by clicking DISMISS ALL.

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Approve Tasks 

Provides the ability to approve HR Pending tasks.

1. To approve HR Pending Task:  

2. Click APPROVE TASKS.

3. Click three blue dots.

4. Select Approve, Dismiss, View Details, Add Note.

5. If applicable, enter approval date.

6. Click SAVE.

Manage Employee 

Provides a list of assigned and completed tasks per employee. By clicking on the three blue dots, tasks can be Dismissed, Marked Completed, or Reassigned to the employee. A note or document can also be added to the task.

Bulk Assign 

Provides the ability to bulk assign a task to one or multiple eligible employees.

1. To bulk assign a task to one or more employees:

2. Select BULK ASSIGN.

3. Select Task from the dropdown menu.

4. Check Select All if the tasks need to be assigned to all eligible employees.

5. Check the specific employee, if the task needs to be assigned to employees.

6. Click ASSIGN.

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Task Report 

Provides a downloadable full task report per task.

How to Set Up Tasks 

There are several options available to manage, create, assign tasks for employees.6

To create a new task:

1. Click ADD A NEW CATEGORY under the Custom Categories.

2. Enter a category name.  

3. Select the Trigger. Each trigger will generate a different set of events.

4. Select the desired events.  

5. Click SAVE.  

6. Click +ADD to add a version.  

7. Enter the task name.  

8. Enter Employee instructions.  

9. Select who the task applies to from the dropdown box.

10. Select the requirements for the task.

11. Select what the employee should do.

12. Depending on what the employee should do; further items can be added such as a file or video.  

13. Click SAVE.

14. A red dot indicates the plan is inactive. Green dot indicates active. To activate a task, click on the task name.

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