What is Work Assignment Insight?
Work Assignment Insight shows the following metrics related to pending activities and tasks:
- Pending Activities
- Pending Tasks by Roles
Who can access Work Assignment Insight?
The following checked Role Types can access Work Assignment Insight.
| Role Type | Access |
|---|---|
| System Administrator |
|
| Process Administrator | No |
| Content Administrator | No |
| HR Specialist | ` |
| Recruiter | No |
| Help Desk Analyst | No |
| I-9 Specialist | No |
| E-Verify Specialist | No |
How do you access Work Assignment Insight?
Click on the menu icon and scroll down to Reports/Dashboards on the left menu navigation. Select "Work Assignment Insight" option.
|
How do you use Work Assignment Insight?
Work Assignment insight includes the charts displaying counts of pending activities/tasks and pending tasks categorized by roles. Clicking on a segment within any chart displays a popup window revealing more detailed information corresponding to that specific segment.
Based on the user's role, the pending activities presented on this page will vary. For users with the System Administrator role, the pending activities of HR Specialists, I-9 Specialists, and E-Verify Specialists are displayed, categorized by their respective roles.
|
For HR Specialists, only pending tasks specific to their role are displayed.
|
Pending Activities:
Below is an example of clicking on the Complete I-9 activity.
|
A popup page will display invitation IDs with "Complete I-9" listed as the pending activity. Additionally, the page will include a "Export to Excel" button if the logged-in user's role whether System Administrator or HR Specialist, has been configured with data export capability.
Clicking on the "Export to Excel" button will download the results as an excel to the local computer.
|
The downloaded excel file will look like below:
|
For users with the System Administrator role, clicking on the Invitation ID link will open the invitation summary. However, for users with the HR Specialist role, clicking on the Invitation ID link will open the corresponding pending activity.
Here, the System Administrator role scenario is taken as an example.
|
The summary page for the corresponding invitation looks like below. To further navigate to the invitation details, click on the invitation ID link on the summary page.
|
|
Pending Tasks By Roles:
Click on any graph under this section to see the tasks by roles.
|
A popup page will display the pending tasks for the selected role. The page also includes a "Export to Excel" button if the logged-in user's role, whether System Administrator or HR Specialist has been configured with data export capability. For more details on the data export functionality, please refer to the preceding section.
|
Clicking on a Invitation ID link presents the summary details for the associated invitation.
|
Clicking on the Invitation ID link on the summary page will further navigate to the invitation details.
 |
|
