The Stakeholder task is the employer’s task. An employee of the company will be assigned to fulfil the task. In order to create this task, please navigate through the following,
Home >> Onboarding >> Tasks
The task is created in the following two steps:
Step -1: Add a task type.
** Step – 1 is the same as in self-type.
Step – 2: Create the task.add
After adding the task types needed, use them to create the tasks. To do that, please navigate as shown,
Onboarding >> Tasks >> Tasks >> Select Entity >> + Add New
On clicking + Add New, on the new page, enter the details.
|
Field Name |
Example |
Description |
|
Organization Name |
Anup Fashion |
Prefilled |
|
Entity Name |
Anup Swadeshi Pvt Ltd |
|
|
Task Name |
Assets allocation |
Enter the name of the task |
|
Task Type |
Assets |
Select the task type added in step - 1 |
|
Task closing day |
15 days |
Enter the time given to finish the task from the date of assigning. |
|
Description |
Please provide the salary slips for the past 3 months from your previous employer. |
Give the description of the task. |
|
Task Assignee |
stakeholder |
Select the task assignee from the drop-down. |
|
Select by |
Employee/role |
If the task assignee is a stakeholder, choose either select by employee or select by role.
Based on the selected option, select the employee or role from the drop-down. |
|
Select employee /role |
-- |
|
|
Reminder Trigger |
5 days |
Enter the days before which the reminder notifications are to be started. |
|
Interval Trigger |
2 days |
Enter the interval between each reminder. |
|
Distribution List - Select by |
Employee / Role |
The employees by role or employees in the distribution list will be notified when this task is assigned to the candidate. |
Upon entering all the details, click on Submit to create the task.