Configuring Standalone Tasks
  • 28 Feb 2024
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Configuring Standalone Tasks

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Article Summary


For the following Onboard activity template types, you can also create versions to use for standalone activities (activities that occur outside a workflow).

  • I-9 Section 1

  • I-9 Section 2

  • I-9 Section 3

  • E-Verify

  • Onboarding US W4

  • State Form

Additional configuration options have been added for these template types:

  • Responsible user type to execute the task

  • Permitted user types to create task

  • Number of days available after creation (Due date)

  • Reminder email (as in workflow activity screen)

  • Escalation email (as in workflow activity screen)

    Figure 35. Settings to configure a standalone activity


    The additional configurations are visible only on enabling the Enable Stand Alone Activity Settings check box option in the Manage Activity Fields screen.