What is My Tasks?
My Tasks is a page that shows the Business User what needs to be done for their role type, or even specifically only for them. These tasks vary depending on the role type and where the candidate is in their Onboarding process. The tasks' timing to appear is dependent on the timeliness of the person doing the tasks before them. The first one appears on an HR Specialist's My Tasks page, after a candidate has finished their pre-screening activities.
There can be multiple tasks from one candidate at the same time, but only if they are independent of each other in the step. When the activities are sequentially dependent, only the first activity will appear in the My Tasks' list. In the Onboarding process page, the dependent activities have locks next to them. Although there may be multiple tasks from one candidate at the same time, they can be completed all in the Onboarding process page. If you leave the Onboarding screen, you can always come back to where you left off, seen in My Tasks as the last activity that you have not completed.
Who has access to My Tasks?
Only users with the following checked Role Types can access My Tasks:
Role Types | Access |
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How do you access My Tasks?
My Tasks can be accessed in two different ways:
2 Ways to Access My Tasks |
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Menu Icon: The Menu Icon is used to display all relevant actions the current user is able to perform |
Quick Links: If you are User you are able to access this page through the Quick Link 'Candidate Console' *Note: your organization can remove this link but it is provided as part of our delivered home page |
Access Via Menu Icon:
Every action a User is able to perform can be found by using the Menu Icon. The Menu icon can be found in the upper right hand corner of the screen. On the Menu drop down, select Candidate Console, under Onboarding Console.
Menu Drop-down |
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Access Via Quick Links:
From the delivered User home page, you can select My Tasks through the Quick Links bar located below the banner photo. These links change depending on the Role Type of the current User.
Home Page with Quick Links |
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Who does what next?
The general order, in relation to other users, to who needs to complete tasks is in this order (for specific variation in New Hire Start, click here):
Note: the double-sided arrow indicates that you can do them at the same time.
New Hire Start |
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