Employee tasks page

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Employee Tasks Page

    The Employee Tasks Page enables employees to view and manage all their tasks in one centralized location. This configuration allows for filtering of tasks based on specific criteria, such as user approvals and content tasks, to enhance task management efficiency.

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    Key Features

    • My Tasks Overview: Displays all open and completed tasks for employees.
    • Custom Filters: You can apply filters to manage which tasks appear on the page, based on conditions defined for each table, such as approvals.
    • Task Prioritization: If performance issues arise from having multiple filters, you can prioritize task ordering by enabling filter prioritization and assigning priority numbers.
    • Ask a Question Widget: Facilitates communication between employees and HR agents regarding HR tasks or cases, requiring activation of the Connect Service Portal Widgets plugin.
    • Advanced Work Assignment: Provides options for configuring Advanced Work Assignment for Agent Workspace to enhance HR service delivery.

    Key Outcomes

    By configuring the Employee Tasks Page, organizations can streamline task management for employees, improve communication with HR, and enhance overall efficiency in handling task-related queries. Employees can expect a tailored view of their tasks, ensuring they can focus on what matters most without unnecessary clutter.

    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
    My tasks page on Employee Center portal

    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