Template Configuration – Candidate/New Hire Tasks
The Candidate/New Hire Tasks are the tasks that your new hire will be asked to complete as part of the onboarding process. When configuring, you may add new tasks, select the order in which the tasks should be completed, and apply conditions to ensure the individual is only assigned tasks that are applicable.
The types of tasks available for selection are:
For each of these, the configuration is broken out into the following four sections:
General Settings
Internal Task – General Settings
On the General Settings tab, the title and instructions for the task are specified. Administrators are also able to indicate if the task is discretionary (making the task mandatory or permits the task to be omitted from the onboarding process of a particular new hire when deemed not necessary).
It is on this tab you are also able to set the date range for which the new hire is able to perform a certain task. For the Task Start field, enter the date on which the task will become active and available for the new hire to complete. The individual will be able to see the task prior to the start date, but will not be able to open it. The Deadline field is the default date by which the task should be completed (Note: a deadline can always be extended for a particular new hire). The Notifications tab may be used to set up a reminder schedule regarding upcoming/missed deadlines.
Task Details
Internal Task – Task Details
The Task Details tab will vary based on the type of Candidate/New Hire Task selected. Some may require configuration while others are systematically controlled. When setting up a task, review the Task Details tab and ensure it is properly set up to have the desired action taken.
Notifications
Internal Task – Notifications
Within the setup of a task is the ability to designate the type of notifications that are sent regarding the task and the respective recipients. The recipient types are as follows:
- Onboarding Coordinator – the individual specifically designated as the Onboarding Coordinator for the respective new hire
- Direct Supervisor – the manager directly above the new hire on the direct reporting OSM tree
- Onboarding Originator – the individual who initiated the onboarding process for the respective new hire
- Employee – the candidate/new hire joining your organization
Display Conditions
Internal Task – Display Conditions
When a particular task is not applicable to every new hire, use the Display Conditions tab to designate which condition(s) must be met in order for the task to be displayed/assigned as part of the onboarding process. This provides administrators the flexibility to set up multiple tasks within a single onboarding template and only having the applicable ones activated.
Related Help Topics:
Onboarding Setup General Options