Employee tasks page
Summarize
Summary of Employee Tasks Page
The Employee Tasks page provides employees with a centralized location to view and manage their tasks efficiently. It allows for the configuration of filters to display various types of tasks, including user approvals and content tasks, enhancing the user experience by streamlining task management.
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Key Features
- My Tasks Overview: Displays all open and completed tasks for each employee.
- Configurable Filters: Control which tasks appear by setting filters based on specific conditions and tables, such as associating an Approvals filter with the Approval [sysapprovalapprover] table.
- Performance Optimization: If too many filters affect performance, you can enable filter prioritization to order tasks by filter.
- Ask a Question Widget: Facilitates communication between users and HR Agents regarding HR tasks. Configuration determines which HR agent or queue is contacted.
- Connect Service Portal Widgets: Must be activated to use the Ask a Question feature. The default setting allows this feature, which can be disabled by changing the property value.
- Advanced Work Assignment (AWA): Configurable for Agent Workspace to manage task distribution effectively.
- Preconfigured Filters: The Employee Center application includes several preconfigured filters that can be utilized or customized as needed.
Key Outcomes
By effectively configuring the Employee Tasks page, organizations can streamline task management for employees, enhance communication regarding HR tasks, and improve overall productivity. Employees will benefit from a comprehensive view of their tasks, while administrators can optimize task visibility and management through tailored configurations.
Configure the tasks page for employees to view and complete all their tasks on a single page. You can configure the page by applying filters to show user approvals, content tasks, and more.
My tasks overview
The My tasks page shows all open and completed tasks for an employee.
Configure the tasks page
- Associating it with the Approval [sysapproval_approver] table with the conditions that the employee is the approver.
- There is an entity that the approval is for.
- The approval is in the requested state.
For more information, see Enable task configuration for approvals.
Configure Ask a question
Ask a question is a widget that establishes a communication link between a user with an HR Agent or queue to discuss HR tasks or cases. These configurations determine which HR agent or queue to use for communication. For HR tasks, the Task support team field defines the HR agent or queue that picks up any communication about the task when a user selects the Ask a question link. To use this option, activate the Connect Service Portal Widgets (com.glide.connect.sp_widgets) plugin.Advanced Work Assignment To configure Advanced Work Assignment (AWA) for Agent Workspace, see Advanced Work Assignment (AWA) for HR Service Delivery.
Preconfigured filters
The following filters are included with the Employee Center application. You can use them or configure your own.
For more information, see Task filters on My tasks