HR tasks in my todos page in esc

[lgenach]

I am working with HR Service Delivery (HRSD) and using the HRM To-Dos Summary widget.

I have a use case where:

• An employee needs to sign a document, or
• The employee’s manager needs to complete fields related to an HR case

To implement this, I created an HR Task (Submit Catalog Item / E-Signature type) with the following setup:

• The task is assigned directly to the employee or manager of the subject person
• The user is the subject person or the subject person’s manager
• The user does not have any HR roles (no sn_hr_core.* roles)

In the HRM To-Dos Summary widget:

• The task is included in the To-Dos count
• The task does not appear in the list (the list is empty)

Questions

1. Is this behavior by design in HRSD due to HR ACL and COE security?
2. What is the recommended and supported way to require an employee or manager to:
   
• Complete a task after an HR case is created (for example, using a Submit Catalog Item HR task type), or
• Complete an e-signature / document task,
  without granting them HR agent roles?
3. From a best-practice perspective:
   
• Should HR tasks ever be assigned directly to employees or managers?
• Or should these actions be surfaced only via Employee Center widgets, guided actions, or deep links, rather than through HR task visibility in To-Dos?

Goal

I want to implement this in a secure and supported way, aligned with HRSD best practices, without exposing HR data or assigning HR agent roles to employees or managers.

[Kohei Tominaga1]

Hi, @lgenach 

Don't worry. HR tasks are visible on Employee Center if the user is assigned to them.

Please check the task status is "Ready" because it is very common that I forgot to set state is "Ready" in HR template and then the state remains "Open" which is not visible to employee.

Please mark any helpful or correct solutions as such. That helps others find their solutions.