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 |
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| 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.
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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 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.
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For HR Specialists, only pending tasks specific to their role are displayed.
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Pending Activities:
Below is an example of clicking on the Complete I-9 activity.
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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 either 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.
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The downloaded excel file will look like below:
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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.
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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.
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Pending Tasks By Roles:
To illustrate this, consider the HR Specialist role. The "Pending Tasks By Roles" section for HR Specialists will display only tasks relevant to their role. Clicking on the graph will show the full list of pending tasks available to them.
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The pending tasks will appear in a pop-up page. This page includes an "Export to Excel" button if the logged-in user's role, either System Administrator or HR Specialist, has been configured with data export capability. For more information on the data export functionality, refer to the preceding section.
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Clicking on an Invitation ID link opens the corresponding activity for the selected invitation in the process flow, allowing the user to complete the task.
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