The Time & Attendance Tasks screen allows administrators to create, manage, and assign tasks to employees for time tracking. The Task Management tab is used to create and manage task definitions and scheduled task assignments, while the Dispatch tab allows administrators to distribute tasks to employees or groups of employees. Assigned tasks can then be accessed and tracked through the employee Punch In/Out Portal block.
The following setup is required to utilize this screen and process:
- Time & Attendance Setup > Task Configuration > Settings: Configure task settings.
- Task Codes: Create the codes used by tasks.
- Task Reasons: Create the reasons employees can select when prompted.
- Time & Attendance Setup > Schedules: Set Primary Action to Tasks for applicable schedules.
- Time & Attendance Tasks > Task Management: Create and assign tasks.
- Time & Attendance Tasks > Dispatch: Review and manage individual task assignments.
- Portal > Clock In/Out: Employees start and end their assigned tasks and track their task time.
The Task Management tab allows administrators to create and manage tasks and task assignments for employees. Tasks can be configured with task codes, scheduled dates and times, employees or groups, and recurring schedules to define when and how tasks are assigned.
Before creating tasks on the Task Management tab, configure the task-related settings and options in Human Resources > Time & Attendance Setup > Task Configuration tab.
1. In the Human Resources menu, click Time & Attendance Tasks.
2. The screen defaults to the Task Management tab.
3. Select the Code from the pull-down to specify the task code associated with the task.
4. Enter the Title of the task.
5. Select the Frequency of the task, such as Daily Recurring or One-time.
6. Select the Employee who is responsible for completing the task.
7. Select the Special Request that is associated with the task.
8. Enter the Start Date , Start Time, End Date, and End Time of the task. Note a Start Date, Start Time, and End Time are required, and an End Date is required if the task is recurring.
9. Press the Enter/Return key to save the task.
1. In the Human Resources menu, click Time & Attendance Tasks.
2. The screen defaults to the Task Management tab.
3. Select the Timeframe for which you want to search, such as This Week, Last Week, or Last Month.
a. Select Custom to search by a selected Begin and End Date.
4. Click Search.
Results that meet the select Timeframe criteria are displayed.
1. In the Human Resources menu, click Time & Attendance Tasks.
2. The screen defaults to the Task Management tab.
3. Set a Timeframe and clic Search to display tasks for a specific time frame.
4. Click any applicable field and edit the information, as needed.
Changes save automatically.
5. To delete a task, click the delete button (red minus sign).
The Dispatch tab allows administrators to review the status and details of individual task assignments for a specific date and employee. Administrators can view the scheduled and actual task information.
1. In the Human Resources menu, click Time & Attendance Tasks.
2. Select the Dispatch tab.
3. Select the Task Date that you want to review and click Update.
Review the Status of the task(s) and the Actual Start Time and End Time.
4. Select any of the applicable fields to edit the task assignment for the selected date and employee.
Changes save automatically.
5. Click the delete button (red minus sign) to remove the task assignment for the selected date and employee.
