How to Initiate and Assign Tasks for the Approved Staff Request
Recruitment>>Recruitment>>Staff requests>>Approved requests
Assign Tasks
Once staff requests have been approved, the process to recruit persons to fill the job begins.
Pre-Requisite
Users must have their accounts created before the task due date is set in order to receive task notifications!
Step 1: Initiate Tasks
Recruitment>>Recruitment>>Staff requests>>Approved requests>>[Select Requisition]>>[+]>>Start Here>>[Select Task]
The Start Here tab is so-named to indicate the beginning of the Recruitment Process. The first step is to assign recruitment tasks to employees.
Step 2: Assign Task
Assigned to: All employees, set up in the Job Template will be displayed. Select Job Roles for Task
Assigned By: All employees, set up as Recruitment Staff will be displayed. Recruitment Staff
Date Due: Enter the Date the Task is due. A notification will be triggered to the Assignee in the HRplus Message Inbox.
Date Started: The Date the Task was started. This is normally entered by the person completing the task, but can also be done by HR.
Date Completed: The Date the Task was completed. This is normally entered by the person completing the task, but can also be done by HR.
Cost $: The cost of carrying out the Task.
% Completed: The percentage completion of the task. This is normally entered by the employee assigned to the task, as the task progresses.
Task comments: Any pertinent comments about the task are entered by the person assigned.
Step 3: Link Task Documents
Documents related to the task can be uploaded and will be available to the assigned employee via the Employee Self-Service option.
Step 4: View the Assigned Task
The assigned employee’s name will be displayed and the Status of the task will be displayed. As employees update the Task via Home>>Inbox, the Status will change to reflect the current status. Tasks with a Status of 100% are displayed as Completed. Tasks that have been completed cannot be edited.
Step 5: Employee Notification/My Recruitment Tasks
Home>>My Message Inbox
OR
Home>>Recruitment>>My Recruitment Task
Assigned employees will receive notifications in their HRplus inbox. Or, the assigned employee can open the task by double-clicking on it and update the record as the task progresses by entering Costs, Dates, Documents, Percentages Completed.
Step 6: HR to Monitor Tasks' Status
Tasks' Cost
- Costs with respect to the recruitment process are tracked via Tasks.
- Each task has a cost attached to it and may change as the task changes and/or progresses.
- Both the employee assigned to the task as well as HR can enter task costs.
- The Actual Costs, for every task in the recruitment process are automatically calculated and displayed at any point in time, and can be compared to the Budgeted Cost (Staff Requests>>Approved Requests [click on the Requisition No.]>>Actual Costs).
Tasks' Status
- The Status of a Task is tracked via the % Completed field and can either be Completed or Not Completed.
- Completed tasks are those tasks with a value of 100 in the % Completed field.
- Completed tasks are displayed as Completed (via Staff Requests>>Approved Requests>>expand Staff Request>>Start Here>> and cannot be modified. Tasks that are Not Completed will display the % Completed next to it.
Tasks’ Dates
- Date Due, Date Start, Date Completed are self-explanatory.
Current Task
- Current Task: once a task is assigned to an employee, the staff requisition list is updated to always display the Current Task (in the recruitment process).
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