Assigning Tasks and Workflows (Updated)

Last Updated: March 06, 2024

Overview:

Now that you have created the tasks and workflows in Omni HR, it is time to assign them to your employees. Let's look at different ways you can assign these to your employees.

1. Employee's profile workflow tab
2. New Employee form wizard
3. Workflow Dashboard

1) Employee Workflows Tab:

• Go to Employee Profile > Workflows > Assign workflows / tasks
  
  

• A pop-up will appear, for you to choose which task/workflow type you want to assign.
  
  

• In the next step, you may add tasks one by one through clicking Add task at the center.
  
  

• You may also add multiple tasks through workflows by clicking the workflows created at the right hand side.
  
  

• Once the workflow has been loaded, you can edit the task triggers here, and to take note that the task template cannot be removed if there are dependencies tied to it.
  
  

• Click Assign, and the new tasks should now appear under the Workflows tab.
  
  

• The tasks should also appear in the Tasks tab, where the employee can complete them.
  
  
• Once a dependent task is completed, new send and due dates will be auto-populated.
  
  

2) Add Employee form:

• Go to People > Add Employee.
  
  

• In the form you'll be brought to, you have the option to add the tasks in the 4th step.
  
  

• Click Yes for the question "Do you wish to send any onboarding tasks?". An additional section will appear for you to add the tasks and workflows.
  
  

• Same as in the previous method, you can add tasks one by one or through clicking the workflows at the right hand side. You can then set the dependency rule, and edit its trigger conditions here. Also, you will be able to set the assignee; they can be the Employee, Manager, or a specific person.
  
  

• Click Next, and fill-up the remaining steps in the form. Once the employee is created, the tasks should now appear under the Workflows tab and the Tasks tab, where the employee can complete them.

3) Workflow Dashboard:

This feature is particularly useful for bulk task or workflow distribution. 

How to Bulk Assign Workflow & Task

Related Articles(s):

• Set Task Triggers for Workflows
• Creating Workflows (Updated)
• Adding a New Employee (Updated)

Still Need Help?: 

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