How can admin assign tasks to the team to complete before an employee joins?

The Workflow feature provides flexibility to set up workflows based on their specific requirements and assign tasks to reviewers. Assigning tasks is the process of allocating specific activities or responsibilities to individuals or teams involved in the workflow.

To assign tasks to team members, the admin must perform the following actions:

1. From the greytHR Admin login, navigate to Workflow > Setup > Workflow Levels. The Workflow Levels page opens.

2. Click Add Workflow Level →. A form opens.

3. Under General Settings, enter all the required details.  

4. Click Next to move to the Workflow Levels settings. 

5. Under Reviewer Levels, select any one of the 1 Level/2 Levels/3 Levels/4 Levels/5 Levels options as per your requirements.

6. Under Application Actions, select the options as per your requirements. The reviewers can view and perform the actions on the application based on the selected application action.

7. Click Add Task to assign the task for reviewer. The Create Task window appears.

8. In the Task text box, enter the required task name.

9. In the Description box, enter a valid description for the task.

10. Click Add Attachments. The dialog box appears.

11. Browse to the folder, select the required file and click Open.
    Note: Admin can also add form by clicking the Add Form option.

12. Select the Make Attachment(s) Mandatory for Reviewer option using the checkbox to make the attachment mandatory.

13. Click Save to assign the task.

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