HR Task not visible to new user (onboarding)

[questsal78]

Hi,

I'm working on this OOTB onboarding request in my personal developer instance (Kingston) and there is a HR case generated to "Request a background check". From this case I've created a task for new employee "John Doe" to complete and sign "background check consent" document as per checklist:

HR Case:

Checklist:

HR Task:

• Issue here is, new employee "John Doe" is unable to see this task from HR Service Portal.

HR Service Portal (John Doe):

Alternatives for John Doe is to go to "My request" then go to HR Case and there he can see a task and if he is paying attention will notice that this task is assigned to him. I've also checked outbox, there is no notification generated for him about this task.

I believe that this additional task created by HR Agent for new employee to sign a document should be visible in HR Portal for John Doe.

Please advise how can I achieve this.

Thank you,

Mujtaba

[michaelj_sherid · Accepted solution]

Hi Mujtaba,

I can see that the Task is in a Draft status. The employee will not be able to see it on the Employee Service Center until the State is Ready or later.

In the mapping for the HR Task Template, be sure to map the State to Ready (or another active status). This should allow the Employee to see the task.

Be sure when you generate the document to sign, that your HR Service is using the "Automatically Create Draft Document" Case Option so that the document can be automatically generated without the need for the HR Agent to generate it manually.

Regards,

Mike

[questsal78]

Perfect, thank you!