How To Assign A HR Task To An Employee

Goal

Assign HR Task from HR Employee Tasks:

Click the Employees tab.
On the left-hand navigation bar, click HR: Employee Tasks
On the left-hand navigation bar, click Add/Update Tasks
Under Employee, click the drop-down menu to select the appropriate employee
Once done, click Update Tasks
The page will refresh, and you will be under Employee Tasks
Under To Do Items, click the drop-down menu under Description to choose the appropriate Task
Under Date Due, input the date when the Task must be completed by the employee
Under Date Completed and Completed, leave blank as these will auto-populate
Once completed, click Update Tasks
The page will refresh, and your employee(s) will receive an email notification that a Task has been assigned to them!

Assign HR Task from the Employee Profile:

Click the Employees tab
On the left-hand navigation bar, select the appropriate Employee List: Active, Pending, On Leave, or Inactive
Under Search, input the employee's name
Click the Pencil Icon that is under the Edit column that corresponds with the employees
On the left-hand navigation bar, click Employee Tasks
Under To Do Items, click the drop-down menu under Description to choose the appropriate Task
Under Date Due, input the date when the Task must be completed by the employee
Under Date Completed and Completed, leave blank as these will auto-populate
Once completed, click Update Tasks
The page will refresh, and your employee(s) will receive an email notification that a Task has been assigned to them!

Once the HR Task has been assigned, it will be located under My Files for employees and it will be listed as Incomplete until it is completed.

If you need to assign multiple employees the same HR Task, you can Bulk Add Tasks.

Please note that only Super Administrators and Team Administrators with permission can add HR Tasks Presets.