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Completing an Onboarding/Contract Packet Task in Interview Exchange/Hirezon (Manager)
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Form
fields can only be edited and saved AFTER a packet is published.
After the
Packet Originator
selects
Publish
, the
Tasks
will go to the
Task Assignees
following a pre-programmed hierarchy. Note:
Tasks
may include multiple
Forms
.
The
Task Assignee
can access the
Tasks
assigned to them:
through the automated email that is sent to their FSU email address, or
through the
Assigned to Me
section in the Onboarding/Contracts module by clicking the
Edit
icon next to task, or
when the
Packet Originator
is the same person as the
Task Assignee
, they will also have the option of selecting
Complete Task
directly from the onboarding packet itself.
Click on the name of each
Form
in that
Task
to open the
Form
for field entry. Note:
Tasks
may include multiple
Forms
.
Complete the required fields on all
Forms
in the
Task
Click on
Save & Continue
Review your entries to ensure accuracy and select either
Edit
to make changes or
Continue
to return to the
Task
page
After all
Forms
in that
Task
are completed, be sure to select
Save & Submit
on the
Task
page
Details
Details
Article ID:
151052
Created
Fri 4/14/23 1:23 PM
Modified
Tue 7/2/24 5:08 PM