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, click the
Add task
button to create new tasks for this new template. You can add as many tasks as you need.
5. In the pop-up, type in a task name, then use the dropdown to select an assignee. You can optionally include a description and a link and link name by clicking on the icons at the bottom of the window. Once you’re all done, click the
Add task
button.
6. To assign this task, click the
Assign template
button.
7. When assigning a template, you can specify who the tasks are being requested for. This is important to include if the assignee needs this context in order to complete the task (for example, setting up a new user account for a new hire). Specifying who the tasks are to be complete for is optional. Click
Skip
or
Next
to proceed.
8. Finally, review the tasks within the selected template. You can adjust the assignees and optionally set due dates before assigning. Tasks set up to be assigned to a new hire are only supported when assigning a template within onboarding, and must be updated in order to assign the template. When you are ready, click
Assign
and the assignees will be notified to complete their tasks.