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Assigning Tasks: Human Resources

After you have assigned the contacts on the Overview page, you can begin assigning tasks to the record. Assigning tasks is the next step in the onboarding process. A task is an assignment that the new hire or HR user must complete. Tasks can include completing a form, uploading a document, completing an action such as verifying citizenship, or confirming drug test appointments, etc.

All records default to the Human Resources tasks page. Tasks are created and stored in the Admin area of the system. Creating a task is controlled by your permission profile and not all users will have this capability. Your office administrator is responsible for creating tasks for your agency's onboarding needs.

To assign tasks, for you or other onboarding staff to complete, click Add Task.

Note: Some tasks may already be assigned to the record. These tasks were automatically assigned to the record based on the workflow that was selected when the new hire's record was audited from the certificate. We will discuss workflows later in this course.


Add Task Human Resources assigning HR tasks to a new hire record