My tasks is a shared to-do list for all admins in your organisation. You find it at the top left of the portal. When one admin marks a task as done, it disappears for everyone. Which tasks you see depends on your permissions and access to modules. Adjust them via Employees > select the employee > Permissions.
Request tasks
- Appear as soon as an employee submits a request. The oldest is at the top.
- If you send a request back for changes, the task only returns once the employee resubmits it.
- You only see requests with edit rights for requests (or for Rewards, for reward claims), and only for the company groups you have rights for.
Import tasks
Is no integration with an HR or payroll platform active? Then a task appears on the 20th of the month to import employee data. This requires edit rights for Data Management. Does your organisation use the Flexible salary and/or Flexible leave module? Then there is also a task to share the required data.
Export tasks
- Switch them on via Module settings. This requires edit rights for Data Management.
- Export tasks only work with a full calendar month (1st to last day). If you use another period, for example the 10th to the 9th, don't switch this task on.
- Using the "sell leave" option of the Flexible leave module? Export tasks are not supported yet. Keep your current workflow.