Tasks
This section is used to view any outstanding tasks for this employee, or raise a new task if required. If you have kiosk and hr installed the task information will be included in the employee's planner.
Employee tasks can also be accessed from the Tasks section of the Employee file. Click auto preview to preview the task in the main window.
To view or amend tasks:
- Select the Tasks node for the employee.
The Tasks screen will open, showing the details of any existing tasks. - To create a new task click Add New.+-
The Tasks screen will appear. - Complete the following fields as required:
Field | Explanation |
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Subject | Enter a subject for this task. This will appear on a task report or on the reminder window. |
Due Date | Enter the date the task is due, or click ... 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. |
Notes | Enter any additional notes relating to the task. |
Attachments | You can drag and drop items such as reports
or an employee file into this area for ease of access. To do this:
|
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. |
Click the Task Complete Button once the task has been done. | |
To assign the task to another employee:
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Click the Owner button to go to the owner of the task. |
- Click Apply to save the changes.