Tasks
Approval Queue - How to approve or reject employee information changes
As a reviewer, you’ll receive an email notification and a Task notification in your Rise HR when a member changes any personal information fields which you’ve set as Edit - needs approval. Information changes can only be made in Rise HR and will ...
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 ...
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 ...
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, ...
How to edit a task template
1. Navigate to the Tasks section in People. 2. Select Task templates and click the name of the template you want to edit. To edit the template name or description: 1. Click the three dots menu in the upper right corner, the select Edit template. 2. ...