Modify an HR task template in non-scoped HR

HR task templates are created automatically when you add tasks to an HR case template, in the non-scoped version of HR. HR task templates allow you to define assignment rules for the HR tasks.

Before you begin

Role required: admin or model_manager

About this task

Several HR task templates are predefined, and others may be added as you create HR case templates with associated HR tasks. You can modify any HR task template.

Procedure

  1. Navigate to HR • Administration > Catalog & Templates > HR Templates.
    The Product Models list opens and displays both HR case and HR task templates. Look at the Model categories field to determine whether you are opening an HR case or HR task template.
  2. Open an HR task template to modify.
  3. Edit the fields as needed.
    Table 1. HR task template fields
    Field Description
    Copy Task Template The task template to use for this task, if any. Click the link, and then select the template from the choice list.
    Task type Type of task.
    Name Unique and descriptive name for this template.
    Short description Content that is copied into the Short description field of an HR task when this template is used.
    Description Information about this HR task template.
    Checklist template An informal list of questions or tasks used as a reminder for the HR agent working on this task.
    Acknowledgement document Document sent to employee as part of a data management task. Documents are created and maintained in Managed Documents or PDF Document Templates.
    Estimated work duration Estimated amount of time it takes to complete the task in days, hours, and minutes.
    Acknowledgement type Method of verification that a data management task was completed.
    Assign to opened for Check to have task assigned to employee. Leave unchecked to have task assigned to HR
    Days due before start The number of days before the start date of the employee being onboarded that the onboarding task is due.
    Assignment group The HR group to assign to a case or task when this template is used. The HR group provides the list of HR agents for auto-assignment.
  4. To assign this HR task template to other HR case templates, complete the following steps.
    1. In the Task Model related list, click Edit.
    2. Double-click an HR case template in the Collection list to move it to the Task Model List.
    3. Click Save.
  5. Click Update.