Task Builder

This section allows control panel users to create new,or view and edit existing tasks.

Each task created allows the control panel user to manage the content and instructions that are displayed to the new hire when they log into the front end website (The Journey):

Task Title
Icon
Instructions (upload / verify / view / accept)
Preview

TASK TYPES

There are eight’Task Types’ which can be used to create onboarding tasks for new hires as part of their onboarding journey:

#1 Personal Details Task

The Personal Details Task pulls through the new hire personal information that is input when adding a new hire into the system

#2 Document Task

The document task allows you to add offer letters, contracts or other documents into the system.

This task type has mail-merge functionality to allow the templates to be populated with a new hires personal details

#3 Link Task

Allows you to add a URL link to a specific website.

Example: You may wish your new hire to order a new uniform from a supplier, therefore you can direct them to the correct website via this task

#4 iFrame Task

Allows you to add in a URL that will be iFramed into the pop up task for the new hire.

Example: You may wish your new hire to watch a welcome video from your Chairman before they start

#5 Upload Task

Allows you to request an uploaded document from the candidate

Example: You may wish your new hire to upload an acceptance form or a signed document

#6 Form Task

Allows you to create a bespoke form for the new hire to complete. The form can then be emailed to an address for processing

#7 Start Date Task

Allows you to confirm the agreed start date with the new hire

#8 Confirm Task

Requires the new hire to ‘confirm’ an action

The task builder allows you to create an individual task or select a pre-created task from the list to [edit] or [delete]

Create a Task

Simply click [+] and the Task Selector page will appear. Click on the type of task you wish to create:

View the individual Task Creator pages for more information: