Employee tasks page

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.

Figure 1. My tasks

Configure the tasks page

You control the type of open and completed tasks that appear by configuring the filters. The filters define the table and conditions that a task must meet for it to appear on the tasks page for an employee. You can associate one filter per table. For example, you can configure an Approvals filter by:

• 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.

Note:

The default order is due date. If you have too many filters and find that performance is affected, you can order the tasks by filter. To order by filter, you must enable filter prioritization and assign priority numbers for each filter.

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.

Note:

For more information about Connect, see Connect.

For HR cases, define configuration under Conversational Interfaces.

Note:

For more information about Conversational Interfaces, see Conversational Interfaces and Setting up Agent Chat.

If your company is not using Connect Support, you can choose to hide the Ask a question link. To hide the Ask a question link, go to sys_properties.list and find the sn_hr_sp.hr_ask_a_question_enabled property. Default value is true. To hide the Ask a Question on HR cases and tasks on the Employee Center, change the setting to false. For HR tasks, when Agent Workspace is selected in the Task support team drop-down, Virtual Agent is used. If Users and groups is selected, Connect Support is used. For more information, see Adding an HR task to an HR case.

Advanced Work Assignment To configure Advanced Work Assignment (AWA) for Agent Workspace, see Advanced Work Assignment (AWA) for HR Service Delivery Agent Workspace overview.

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

• Employee to-dos approval roles
  Roles determine who can approve, reject, or comment on employee requests.
• Create or modify to-dos
  Create or modify a to-dos in the Employee Center.
• Enable prioritization by filter
  If you are ordering the to-dos by filter instead of due date, you must enable the sn_hr_sp.todos_config_display_with_priority property, add the Display priority field to the to-dos configuration form, and assign each to-dos filter a priority number.

Related concepts

• Customize the Employee Center with widgets
• Curated Experiences in Employee Center
• Advanced Portal Navigation
• Action framework
• Configurable task filters
• Employee requests page
• Personalized Answers on Employee Center
• Recommended for you
• Quick links configuration
• My active items widget configuration
• Cross-channel favorites
• App Launcher
• Employee live chat overview
• Footer configuration

Related tasks

• Portal configuration
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• Improve the image load time on Employee Center
• Get support
• Configure topic search filter