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Infinite Talent Onboard

Understanding My Tasks Page - Overview

Abstract

The My Tasks page allows you (currently logged in onboarding/hiring manager) to manage tasks for hires who have pending tasks.

  • Some tasks are required and some are optional. The exact mix and appearance of these tasks depends on the particular workflow in use.

  • Filters help limit the information that displays.

There are various ways to access the My Tasks page:

  • In the Welcome Message, select View All.

  • From the row of applications, select the Onboard Manager icon.

  • From the application navigation menu, select Onboard Home.

The My Tasks page contains:

  • List of hires, along with their tasks.

  • Filter summary.

  • Columns: Hire, Task Title, Task Due Date, Task Status, Onboard Start Date, and Onboard Status.

Procedure:

  1. Select Change Filters to display fields that will allow you to limit the information displayed. Select the filters you want, and select Apply Filters.

  2. Select a hire name to display hire profile information in its own page. From this page, you can select menu items to display hire profile tasks.

  3. Select a task name to display the task in its own page. You can also select a pointer

    pointer icon

    by a hire name to display a task-based menu: Manage Onboarding Tasks, Profile, Documents, Onboarding Participants, and Job Information.

Table 7. My Tasks Fields

Field

Description

"Filter Summary"

Reflects the currently selected filters.

Hire

Hire's name: Last Name, First Name.

Task Title

Task title.

Task Due Date

Date the task is due.

Task Status

Task status: Completed, Overdue, In Progress, Not Started, or Pending.

Address

Address of the hire.

Date of Birth

Date the hire was born.

Onboard Start Date

Date the hire started or will start at the company.

Onboard Status

Onboard status.



Table 8. Filter Fields

Field

Description

Change Filters Link

Displays a filter check box and field, allowing you to select how you want tasks to display.

New Hire Name

Filter that allows you to search for new hires whose names exactly match the search criteria. Exact matches make the results more specific and accurate, and improve system performance. This field contains Last Name, First Name guidance text that disappears as you complete the field.

Name Begins With Check Box

Filter that allows you to override the exact match search (performed via the New Hire Name field). Selecting this check box returns names that begin with the same letter.

Show Tasks Due Drop-Down

Filter that allows you to view tasks due in specific time frames: At any Time, Today, Up To One Week Ago, Up To Two Weeks Ago, Up to 30 Days Ago, Up to 60 Days Ago, Up to 90 Days Ago, Up to 6 Months Ago, Next Week, Next Two Weeks, Next Month, Next Three Months.

Show Completed Tasks Check Box

Filter that allows you to view only completed tasks.

Apply Filters Button

Applies the filters.