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How to manage onboarding employees
When a new employee begins their onboarding process, you'll be able to manage any tasks assigned to you by going to the People menu on the left-hand side and clicking Onboarding. From here you'll be able to see the onboarding status of In progress, ...
Onboard a new employee
1. Navigate to People, then click Onboarding. 2. On the Onboarding page, click + Add employee. 3. To onboard an existing applicant from Recruiting, select the applicant’s name from the Select or add employee dropdown. Note that applicants will only ...
Add and assign an individual task
1. In People, navigate to Tasks. 2. Click the Add task button on the upper right-hand side to add an individual task. 3. Fill in the following required fields. Task name: Type in a descriptive name for the task Assignee: Use the dropdown to select ...
Frequently Asked Questions (FAQs): Task Manager
General task management Q: When can I assign tasks to an employee? A: At any time. Q: How do I create and assign individual tasks? A: In HR under Tasks on the left-hand side, click on Everyone’s Tasks, then click the Add task button. From there, you ...
How to create and assign a task template in HR
1. In People , navigate to the Tasks tab. 2. Click the Templates tab. Next, click the Create template button on the top right-hand corner. 3. In the pop-up, type in the template name and description. Then, click the Create template button. 4. Now, ...