Employees tab

The Employees tab provides a high-level task summary for all employees managed by the current user. Use this tab to monitor employee events. Usually a manager or HR coordinator sees this tab.

When you click a task from this tab, the Task Summary page opens where you can view details, complete, or reopen tasks.

Key info

• Page defaults to show all events, but you can filter by event.
• Hover your mouse over status icon to see a count of tasks (overdue, warning, completed, and total) for an employee.
• Click an employee name to view detailed task information on the Task List.

Good to know

• Status is represented by an icon:

Task is overdue

Task is due in a few days

Task is not activated (it's dependent on another task being completed)

Task is not overdue

• Click a column heading to sort.

Monitor your employees' events

1. From the navigation bar, click Dashboard Summary. The dashboard opens with the Employees tab selected.
2. Here are some typical monitoring options:
   • Hover over a status icon for quick task count: overdue, warning, complete, and total.
   • Look at the % Task Complete column for percentage of tasks completed.
   • Look at the Effective Date column to see when an employee's event began.

View a task count for an employee's event

1. From the navigation bar, click Dashboard Summary. The dashboard opens with the Employees tab selected.
2. Hover over an employee's status icon for quick task count: overdue, warning, complete, and total.

Employee Task List

The Employee Task List shows an employee's tasks. Use this page to view task information for a specific employee and perform actions on tasks.

Key info

• Sections on this page are permission-based.
• Expand the See Details section to view event information and task statistics (pie charts). You can also deal with task activation emails and send welcome email.
• Incomplete and complete tasks are shown in separate lists. You can perform actions on tasks using action icons.
• Each task links to the Task Summary page where you can complete the task.

Good to know

• Status is represented by an icon:

Task is overdue

Task is due in a few days

Task is not activated (it's dependent on another task being completed)

Task is not overdue

• If you have appropriate privileges, you can view the employee profile. Click .
• indicates a Form is attached to be completed as part of the task.
• Click a column heading to sort.

View tasks associated with an event

1. From the navigation bar, click Dashboard Summary.
2. Click the Employees tab.
3. Click the name link for the employee you want. The Employee Task List opens. Tasks are divided into incomplete and complete tasks.

Add a task to an active event

An event coordinator (or other privileged user) can add a task to an active event after it has been launched.

1. From the navigation bar, click Dashboard Summary. The dashboard opens with the Employees tab selected.
2. Scroll the list and find the employee event you want. Click the employee name. The Employee Task List opens.
3. Click Add a Task. The Add a Task pop-up opens and shows tasks that were not activated when event was launched.
4. (Optional) Type in the search box to filter the available task list.
5. In the list, click a task. The task is added to the employee's event based on rules:
   • If the added task was published in the workflow after the event was launched, the task is added as an unassociated task. Task dependency does not apply.
   • If the added task existed in the published workflow when the event was launched, see the table below.