When you're adding an employee to the system, you can create a checklist of new starter tasks that admins and managers can complete for the employee.
Tasks don't generate an email. You only receive the overdue tasks in recap emails, such as:
Daily Admin recap.
Weekly Manager Recap.
Weekly Employee recap.
By default, you have the following tasks available:
Contract.
Driving License.
Induction.
Internal Update.
Probation.
Right to Work.
Create a new task
You can only create new starter tasks from inside the new starter wizard. If you want to create a new starter task without creating a new employee, you will need to enter fake details and close out of the new starter wizard after creating the employee.
When you create a new task, you can select it every time you create a new employee or ignore it if not relevant.
To create a task, follow the steps below:
Give your task a name and description.
📌Note: Merge tags can not be used for tasks.
Select who receives the alert:
Admin - The task will be generated to the notifications admin.
Manager - The task will be generated to the new starter's manager.
Employee - The task can be assigned to any employee except the new starter.
Email: Use this when the recipient is not an employee in PeopleHR such as an external payroll team. Instead of a task alert, they receive an email.
Select when to send the alert.
📌Note: Some tasks may only be specific to certain departments. So once you've created your tasks, remember to select these if you wish this new starter to action the task.
To save your new starter, click Next.
You send the alert as soon as you save the new starter.