Tasks

Viewing or Amending Tasks:

  1. Select the Tasks node for the employee.
    The Tasks screen will open, showing the details of any existing tasks.
  2. To create a new task click on the Add New button.
    The Tasks screen will appear.
  3. Complete the following fields as required:
Field Explanation

Wizard
Subject Enter a subject for this task. This will appear on a task report or on the reminder window. Step 11 of the Employee Creation Wizard - "Tasks and Photo"

Tasks section
Due Date Enter the date the task is due, or click on the Browse button to select it from a pop-up calendar. This date can be used to filter the employee tasks report.
Priority Select the priority of this task. An icon will be displayed in the list of tasks for that employee, such as for high or for low.
Reminder If you wish to be reminded about this task at a future date, enter a date and time for the reminder. At the specified date and time, a reminder window will appear on your desktop. If payroll is not running at the specified time, the reminder will show the next time the program is run.
Home

Enter any additional notes relating to the task.

This Text Editor allows you to embed pictures, tables, bullet points, etc. within the Notes document.
Attachments

You can drag and drop items such as reports or an employee file into this area for ease of access. To do this:

  1. With the task open on screen, open the report explorer.
  2. Position both screens so that you can see the attachment area and the required report.
  3. Click on the report, and without releasing the mouse, drag the report over to the attachment area. You should see a small white page attached to your mouse pointer.  
  4. Release the mouse over the attachment area to create a shortcut to the report.

    5. Double click the report shortcut at any time to run it.

Category You can categorise tasks to help identify them in reports. Select a category from the drop-down list. To create a new category select <<Add New>> from the list. Step 11 of the Employee Creation Wizard - "Tasks and Photo"

Tasks section
Task Complete Click the Task Complete Button once the task has been done.
Assign To

To assign the task to another employee:

  1. Click the Assign to button to assign the task to an employee on your Contacts.
    A bar is displayed telling you that the task has not yet been assigned and that it can only be assigned to someone in your Contacts.
  2. Click TO:
    The Contacts Search screen will open. You can either select the employee required or perform a search to find and then select them.
  3. Select the required employee.
    The bar now says that the task has been assigned.
  4. Click Send To for the assigned person to receive an email regarding this task. Note that the task remains in the planner for the original owner.
Owner Click the Owner button to go to the owner of the task. This is useful if you do an F3 Search for a specific task - when you open the task this tells you the Owner name, and then allows you to open the Owner's master file.

4. Click Apply to save the changes.