This type of task is automatically generated by the system (depending on the configuration settings – See configuration section). There are five system tasks in all as detailed below
Missing Info
This is a system generated onboarding task which tracks important parts of an employee’s information. The information tracked are address, bank details, department, employment status, job category, job title, location, mobile phone number, reporting lines, salary package, work email and work shift.
Onboarding Training
This onboarding task tracks onboarding training for which the new employee is registered. This task will be automatically marked as completed once all training has been completed by the new employee. Note: Any training for which the employee is registered with a starting date within one month of the new employee’s hired date will be classed as onboarding training.
Assets Held
This offboarding task tracks assets assigned to the exiting employee which are yet to be returned. This task will be automatically marked as completed once all assets held by the exiting employee has been returned.
Deductions
This offboarding task tracks deductions attributable to the exiting employee which are yet to be fully amortised (in the case of amortised deductions) or have an expiration date which is later than the exiting staff’s termination date (in the case of fixed deductions). Clicking on this task will show you details of each outstanding deduction and the monetary value of such deduction. Note: You can aggregate the total values of all the outstanding deduction and create a one-off deduction which will be taken out from the employee’s final salary after which all the other deductions can be marked as expired.
Leave Monetisation
This offboarding task tracks the unused days for leaves marked as “monetised” to which the exiting employee is entitled to (See adding leave types). The number of unused days is multiplied by the monetisation basis (See onboarding / offboarding configuration) to get the total amount payable to the employee because of the unused days
User Tasks
This type of tasks are created by an authorised user and assigned to an employee who will then be expected to complete the task.
Creating Entry & Exit User Tasks
To create an Entry & Exit User Task, navigate to Entry & Exit Mgt > Onboarding & Offboarding, Click on the relevant onboarding or offboarding task then Click on “Add” in the ensuing screen and fill in the necessary fields using the information below
- Name: This is the unique name for the Entry & Exit User Task
- Description: This is a brief description of the Entry & Exit User Task
- Owner: This is the employee to whom this task will be assigned. Type part of an employee name and click on the search link button to search for the employee
- Deadline: This is the date by which this task must be completed by the owner
- Save Button: Click this button to save changes.
- Cancel Button: Click this button to cancel changes.
Editing Entry & Exit User Tasks
To edit an Entry & Exit User Task, navigate to Entry & Exit Mgt > Entry & Exit User Tasks. Click on an Entry & Exit User Task, and change the information as required (See Creating Entry & Exit User Tasks). When done, click the “Save” button to save changes or the “Cancel” button to discard changes.
Deleting Entry & Exit User Tasks
To delete an Entry & Exit User Task, navigate to Entry & Exit Mgt > Entry & Exit User Tasks. Select the checkbox beside the Entry & Exit User Task(s) you want to delete and the click the “Delete” button.
My Tasks
This screen allows a user to view the task which are currently assigned to him / her. From this screen, you will be able to mark a task as “Not started”, “In progress” or “Completed” depending on the status of the task.