Personal Details
This task requires the candidate to confirm the Personal Details that have been added into the control panel.
Step 1 – Click on the icon
Step 2 – Task Setup
The Task Setup Page will appear. Here you need to add the Task Title, Icon associated with the task, Internal Task explanation, instructions to the candidate and what happens to the task on completion (i.e. if a form has been complete, where should it be sent internally/externally?)
NOTE: Basis will need to set up any SFTP, Email or API’s for the tasks in the setup phase.
If the Task is to be sent to a recipient, this needs to be configured with the Supplier at set up.
The options we have to present the tasks to a recipient are:
1: Email
We take the completed document (or the serialised model of the form if no completed document exists for the task) and send via email to an email address they have provided and Basis have set up in their DayOne system.
2: SFTP
We take the completed document (or the serialised model of the form if no completed document exists for the task) and send via SFTP to server using some details (from, to, subject, body etc) they have provided and Basis have set up in their DayOne system.
3: API
We take the serialised model of the form and send to an API using some details they have provided and Basis have set up in their DayOne system. Note that the we just send up the model, no mapping, no extra fields, etc, just exactly the completed Task model.
Step 3 – Preview Task
Preview the task overlay (this is what is displayed to the candidate on the website)
Click [Save] or click the arrow to go back a step
Your new task has been created and will now appear in the Task List.
Your new task can now be added to a Pack, which is presented to the new hire via the website as Tasks to complete.