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Manage work tasks

Guide to assign specific work tasks to employees.

  1. At the organization level, click the Configurations icon.

  2. Search for and select the Work Task Types setting from the Employee section.

    Note

    • Ensure the administrator has the Add and Edit permissions for Work Task enabled.

    • Ensure that the organization-level setting, Enable Work Tasks is enabled.

  3. Click Add.

  4. In the General tab, enter a Name, Code, and Description for the work task type.

    Name: Trainer - New Hires

    Code: TR100

    Description: Employee takes training sessions for new hires.

  5. In the Centers tab, select the names of the centers where these work task types should be available.

  6. Click Finish.

Points to note after creating a work task

  • In the General tab, you will find that by default, the work task type is active (the Active check box is selected).

    Tip

    Clear this checkbox if you don’t want a particular work task type to appear in the selected Center/Employee profile.

  • In the Centers tab, you can see the names of centers you selected earlier where this Work Task Type is active.

  • In the Employees tab, you will see that no employees are listed. This is because administrators need to update each employee’s profile with the work tasks that they can perform from individual employee profiles (Center level: Employee > Employees > Name of the employee > General tab > Job Info section > Select Employee Work Tasks).

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Important

Users with appropriate permissions can check-in and checkout employees for these work tasks only while editing a check-in and not during actual check-in (from Employee Check-In).