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 display the Human Resources tasks first. Each record is automatically assigned a set of standard Human Resources tasks that are pre-determined by your agency's onboarding process. These 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 additional tasks, for you or other onboarding staff to complete, click Add Task.