Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 2 Current »

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.


How do you access Work Assignment Insight?

Click on the Menu icon and then scroll down to Reports/Dashboards. Click on "Work Assignment Insight".




How do you use Work Assignment Insight?

Below is an example of a Work Assignment page.




The charts show counts of activities/tasks.  Clicking on a segment in the chart presents a popup with more details. 

Pending Activities:

Below is an example of clicking the Complete I-9 activity.




Clicking on a Invitation ID presents the Invitation Summary page for the associated New Hire.




Clicking on Invitation ID again directs you to the invitation.




Information on the invitation can be changed if the invitation status allows.

Invitation



Tasks By Roles:

Click on the graph to see the tasks by role type.




Clicking on a Invitation ID presents the Invitation Summary page for the associated New Hire.




Click on the Invitation ID link in the Invitation Summary page. This will open the invitation details.




Information on the invitation can be changed if the invitation status allows.




Hovering and clicking are available on any of the segments of any of the graphs.


  • No labels