How to add a field to an HR task so that it shows up on the HR portal?

arnavgupta
Kilo Contributor

I currently have a need to collect information from a user who is assigned a task, in the task itself.

The current setup correctly assigns the task generated to the user, but when the user opens the task as a part of the case on the portal, they only see a button to "Mark as complete".

I want to be able to show two custom fields that I have created on the sn_hr_core_task table.

Please suggest what actions may be needed to configure the same.

18 REPLIES 18

@arnavgupta I understand the use case. The challenge you are facing is to be able to uniquely identify the record you want to push values to. From the manager perspective it is going to be difficult because that manager can be the Opened for on many cases for employees for the same HR Service or Task Type. I am not certain you will be able to meet your use case seeing that you are not able to identify the unique record to push values to.

Hi @michaelj.sheridan then what would you suggest using to capture this information.

I need the assigned to of the task (manager) to fill out information about the case from the portal.

@arnavgupta did you manage to find an answer for this? I have a similar requirement and I am not sure how to capture the user input in this case.

Hi Michael,

 

I have employee form that is assigned to subject person's manager. It is possible that we have 2 records sometime. This form is collecting data on PIP start date and end date. The same manager can have two employees that are giving PIP. What is the workaround in that case. How can we map the form to the task?

Hi @Simran321 - The key is identifying a unique record. If 2 of the same type are open, are there ways you can make one record unique (i.e. are they both active, if not, you can use the active=true in the condition)? This is the key for success when using Employee Forms.

 

Regards,

Mike