Planning, processes, and to-do’s made easy with Tasks
Feature covered in this section: Tasks
Keep all your to-do lists in one place with the Tasks feature. This is a place where you can create, assign, and track tasks for yourself and your employees. It makes team collaboration a lot easier when it comes to processes and to-do’s that involve a number of different people.
You can use the ready-made templates for common people admin processes, such as onboarding, or you can create your own custom task lists to suit your needs.
You can attach documents for employees to read which is especially handy if you want to track their acknowledgement of having read a policy. You can also assign other employees to oversee the status of a task list.
The Tasks feature makes it easy to plan, execute, and monitor your people management processes, saving you time and hassle.
Take a deep dive into how to use Tasks in our help article.
Save time by automating people admin processes
Feature covered in this section: Automations
If you want to save time and headspace by automating some of your people admin processes, you can use the Automations feature. This allows you to set up automations that run in the background and send emails to you and your staff when the trigger conditions are met. For example, you can use Automations to send reminders for staff to update their licences and certifications.
You can also create task lists as part of your automation set up, so you can make sure everything is done in the right order and timeframe. Automations can help you streamline and simplify your people management processes and reduce the risk of human error or oversight. We are constantly adding new features and options to Automations, so stay tuned for more updates.
Learn how to use the Automations feature.