Tasks are defined as employee onboarding activities that you would like a new hire to complete. OnboardCentric employee onboarding software enables employers to tie each individual task to a specific time frame for completion. Additionally, the completion of a task can optionally trigger another assignment (also known as a “sub-task”).
Your organization’s custom tasks may instruct a new hire to do something, schedule a meeting with someone, or display a link to another website. Tasks do not require signatures nor do they require any associated forms or documents.
New employee tasks may be loaded into your OnboardCentric platform by any Administrator user. They should be named in such a way that the new hire understands what is being asked of him or her when the task is presented. When adding a new task, the Administrator may include URL address links and HTML. Individual tasks may also be tagged so that they can be easily found in tag category searches in the future. Before a task is saved, the Administrator user will be prompted to indicate date parameters for the task–such as whether it is based on the start or hire date, how soon it should become active, when it should be due and when a reminder should be sent.
The tasks that are presented to a specific new hire will depend upon your organization’s unique Packets and FlexFields. Tasks created by Administrators within your OnboardCentric portal are stored in a task library and available for selection within any of your individual packets. Each packet option has certain FlexFields assigned. Then, when the same FlexFields are assigned to a specific new employee, that packet’s tasks will be presented.
Examples of common new hire tasks include:
– test your new office key
– watch a training video
– schedule a meeting with your mentor
– personalize your email signature
– order some company swag in your size
To truly automate onboarding, all stakeholders should be aware of completed new hire activities that affect their individual role in the process. OnboardCentric allows Administrators to create custom sub-tasks that: 1) prompt new hires to do additional activities; or, 2) prompt existing staff in Roles to take action on completed tasks. These follow-up actions may include presenting additional tasks, forms or documents; viewing completed items; or, uploading files such as voided checks or certifications.
Examples of common sub-tasks tasks include:
– notify payroll
– schedule benefits meeting
– order business cards
– create phone extension and email address
Contact ExactHire to learn more about OnboardCentric employee onboarding software.