The HR & Finance departments undertake recurring activities, coordinate between multiple stakeholders, follow-ups, and manual intervention, at all touchpoints. Most of the time, it gets challenging to remember every task that must be performed or assigned to someone. This process leads to a stressed and burnt-out HR team, rendering the team inefficient. When an event triggers the checklist, you can view the forms under the tasks.
To view the forms available in a task, the admin must perform the following actions:
- From the greytHR Admin login, navigate to Home > Tasks. The Tasks page opens.
- From the list of tasks available on the Tasks page, select a task. The selected task pop-up appears.
- In the pop-up, You can view a new tab called Form. This tab is available only if there is a form attached to the task.
The task owners can fill the information in the form, save and mark the task complete as well.
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Related Links:
Video: To watch a video on Tasks and Checklists, click here.
FAQs: To read more FAQs about Tasks, click here.
Documentation: To learn more about the Checklist Dashboard page, click here.
Product Update: To read about the product update, click here.
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