How can admin add a task list for a reviewer in the confirmation workflow?

The confirmation workflow assesses and finalizes employees' roles in the organization. It includes stages, evaluations, and approvals to thoroughly evaluate their performance.

To add a task list for a reviewer in the confirmation workflow, the admin must perform the following actions:

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

2. Click Add Workflow Level to set up the new workflow. 

3. From the Select workflow type dropdown list, select Confirmation. The Application Reviewer Levels form appears.

4. From the Select Employee Filter dropdown list, select the required employee group. 

5. In the Workflow Level Name text box, enter the workflow name. 

6. Select any one of the 1 Level/2 Levels/3 Levels/4 Levels/5 Levels options as per your requirements. 

7. Under Reviewer Level 1, from the Approver Title dropdown list, select a job role as the first reviewer. 

8. Click Add Task to add a task list for Reviewer 1. The Create Task pop-up appears. Perform the following steps to create a new task:

   • In the Task textbox, enter the task name.

   • In the Description textbox, enter the task description. 

   • Click Add Attachment(s) to upload any files related to the task.
     Note: You can upload up to a maximum of 5 files.

   • Click Add Form to add a customized form for the reviewer. The Form Builder pop-up appears. 

   • In the Form Title text box, enter the name of the form.

   • From the Search field list, drag & drop the required form fields and customize the requirements for each field that you want the reviewer to fill.

   • Click Save to confirm the form.

9. On the Form pop-up, select the Make Attachments Mandatory for Reviewer checkbox if you want to mandate the reviewers to provide some documents. 
10. Click Save to complete creating the task. 
    Note: You can also edit and delete the task

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Related Links:

Video- To watch the video on Confirmation module, click here.

FAQs- To read more FAQs about the Confirmation module, click here. 

Documentation- To learn more about the Admin Portal, click here.

Product Update- To read about the product update, click here.