Tasks and Workflows

Articles related to configuring and using Tasks, Documents and Workflows

New Task Types
CiviHR is shipped with some built-in Task Types for the convenience of HR Admins. This list is completely configurable. HR Admins can add new Task Types, an...
Mon, 16 Jul, 2018 at 10:48 AM
New Document Types
CiviHR is shipped with some built-in Document Types for the convenience of HR Admins. This list is completely configurable. HR Admins can add new Document T...
Mon, 16 Jul, 2018 at 10:48 AM
New Workflow Template
Organisations often have standardised steps for HR processes like Joining or Exiting. HR Admins strive to make sure that all tasks that would ensure a smoot...
Mon, 29 Oct, 2018 at 9:39 AM
Modify Workflows for Joining and Exiting
CiviHR has two built-in Workflow Templates: Joining and Exiting. HR Admins can configure these templates to suit their own organisation. They can rename the...
Mon, 29 Oct, 2018 at 10:22 AM
Using CiviHR Tasks
HR Admin can use CiviHR Tasks to assign to dos to any staff member, send follow ups and track progress all from one place - the Task Dashboard.  Tasks a...
Mon, 16 Jul, 2018 at 10:49 AM
Using CiviHR Documents
Imagine there is an audit around the corner and you need staff identification, visas, and Right to Work documents on file. Imagine a staff member's pas...
Thu, 23 Aug, 2018 at 1:28 PM
Key Dates Report
HR Admins can view all upcoming Contract Start Dates, Contract End Dates and Birthdays from the Key Dates screen. This is useful to plan onboarding, off-boa...
Mon, 18 Jun, 2018 at 1:48 PM