TABLE OF CONTENTS

• Create tasks that are used for multiple onboardees
  • Step 1: Create task package
  • Step 2: Create task template
• Create a special task at a specific onboardee

In order for tasks in onboarding to be completed by you or the onboardees, they must first be created. This can be done in two ways. Tasks for several onboardees or for one onboardee. You can jump to the point that interests you via the table of contents.

Create tasks that are used for multiple onboardees

A task package gives you the opportunity to task templates, which can then be assigned to any onboarding via the reason for entry. For example, many customers create a basic task package with task templates that are relevant for every onboarding, such as querying employee master data, creating induction plans, creating employees in the HR system, etc.
In addition, further task packages are often created for each work area. For example, in the case of industrial employees, a task package with questionnaires on personal protective equipment and hazard information in the work area and other tasks for this area.

Step 1: Create task package

First of all, you need a task package in which the task templates that match the purpose of the package can be collected.
For example: "Basic package - All settings" or "Trainees commercial" or "Commercial onboardees"

If the package already exists and you simply want to add tasks to it, you can continue directly with "Step 2: Create task template". 

Proceed as follows:

1. Open the page  Task packages. 
2. Click on the button  Create. An input form is displayed.
3. Complete the input form:
   • Display name*
     Only displayed internally. We recommend a name that clearly indicates the content. Additions with the department, division or even the respective company can be helpful.
   • Organisational unit*The task package can only be selected in onboardings of this organisational unit and all subordinate units.
   • Pre-selected for
     An entry reason can be selected here. If the same entry reason is selected when creating a new onboarding process, this task package is automatically added for the onboarding process.
4. Click on the Create button to save the changes. The Task pack page is displayed.
5. Continue with step 2.

Step 2: Create task template

Task templates are the specific tasks that need to be completed. Both for you internally and for the onboarding team.
For example, the following tasks could be collected in a basic package - All settings: 

Check employee master data, create induction plan, create employees in the personnel system, etc.

Proceed as follows:

1. Click on the Task templates tab in the opened task package. The opened tab is displayed.
2. Click on + Create Task Template. An input form is displayed.
3. Fill in the input form.
   Notes on the elements of the input form can be found in the main article on the task templates. 
   • Properties
     • Title*
     • Description
     • Due Date*
     • Responsibility*
     • Notify When Done
     • Finish Automatically
       
   • Aditional Features
     • Assignable task
       • Task recipient
       • Share Attachments 
       • Automatic Assign
     • Employee portal
       • Portal Articles
       • Portal Task
         
     • Send Message to Onboardee
       • Correspondence Template
4. Click on Create to save the task template in the package
5. Add more task templates as required until the package contains all the necessary tasks. 

Create a special task at a specified onboardee

For example, the congratulations card for passing the IHK examination for technical business management

Proceed as follows:

1. Open the page Onboardings. The page Dashboard is displayed.
2. Click on the name of the onboardee who is to receive the task. The Onboarding page with the tab Tasks activated is displayed.
3. Click on + Create task. An input form is displayed.
4. Fill in the input form.Notes on the elements of the input form can be found in the main article on the task templates. 
   • Title*
   • Description
   • Due Date*
   • Responsibility*
   • Notify When Done
   • Finish Automatically
     
5. Create Create to save the task of creating an onboarding for this.