The Edit Task Template page is where you view, edit and delete tasks associated with the onboarding process.
Tasks are assignments that must be completed by an HR User, Hiring Manager, Onboarding User and/or New Hire in order to complete the staffing process. Tasks can include assignments such as completing forms, uploading documents, background investigation requirements, fingerprint appointments, etc.
To access this section, select Admin on the Dashboard, the Admin Home tab displays, select the Manage Tasks link in the Workflow section to open the Manage Tasks page, and select the Task Name link.
The following elements are displayed:
- Task Name. This is the name assigned to the task template.
- Task Instructions. This textbox allows you to enter instructions related to the task to be completed.
- Purpose. This drop-down list allows you to choose if the purpose is for Staffing or Onboarding.
- Owned By. This drop-down list allows you to choose who is to complete the task, the New Hire or Agency.
-
State. This drop-down list allows you to choose the status of the task. The options include:
- Draft. This status indicates the template is in draft form and may not be added to workflows or assigned to a New Hire.
- Published. This status indicates the template is available for use.
- Retired. This status indicates the template is unavailable for use.
-
Task Type. This drop-down list allows you choose the type of task. The options include:
- Document Review
- Document Upload
- Form Review
- General
- Allow this task to be assigned to candidates with a return status of Vetting?. A check in this box allows the task to be assigned to New Hires marked for vetting. Note: This option is still in development and not fully functional at this time.
- Add a Task Results Set to this Task Template?. This option is available to tasks when the task purpose is onboarding and the task type is general. Choosing Yes will allow the user to add a set of pre-defined results to this task template.
- Office. This drop-down list allows you to choose the office associated with the task.
- TagIDs. This drop-down list allows you to choose Tags to be associated with the template, such as Occupational Family, Appointing Authority or Office. For additional information, see: Tags.
- Publish. This button allows you to publish the template so it can be assigned.
- Unpublish. This button is available when a template is in published status. A template must be in unpublished status to be edited.
An Attached Document(s) table will display in the lower section of the page depending on the Task Type chosen when creating the task template. If the Task Type chosen is Document Review, the following elements will display:
- Add Documents. This button allows you to choose documents to be added to the task template.
- Attached Document(s). The first column uses the table header as it's name, and displays a list of documents which have been added to the task template
- Delete. This columns allows you to remove an attached document by selecting on the X in the appropriate row.
A Documents to Upload table will display in the lower section of the page depending on the Task Type chosen when creating the task template. If the Task Type chosen is Document Upload, the following elements will display:
- Add Documents. This button allows you to choose additional documents to be added to the task template.
- Form Number. This column displays the number or name of document associated with the task template.
- Form Name. This column will display the name of the form associated with the task template.
- Delete. This columns allows you to remove an attached document by selecting on the X in the appropriate row.
A Forms For Review table will display in the lower section of the page depending on the Task Type chosen when creating the task template. If the Task Type chosen is Form Review, the following elements will display:
- Add Forms. This button allows you to choose additional forms to be added to the task template.
- Form Number. This column displays the number or name of form associated with the task template.
- Form Name. This column will display the name of the form associated with the task template.
- Delete. This columns allows you to delete a form by selecting on the X in the appropriate row.
A Task Results Set table will display in the lower section of the page depending on the Task Type chosen when creating the task template. If the Task Type chosen is General and the Add a Task Result Set to this Task Template is marked Yes.
- Add Task Result Set. This button allows you to choose system level result sets.
- Task Results Set Name. This column displays the name of the result set.
- Task Results Set Description. This column displays the possible results.
- Delete. This columns allows you to delete a task results set by selecting on the X in the appropriate row.
For additional information, see: Manage Task Administration Tasks.