The My Team - Tasks page appears when the manager clicks on the ID card of a direct or indirect report. The Tasks page displays all tasks to which the direct or indirect report is assigned. These include assigned training, performance, to-do's, succession tasks, and tasks contained within goals. The Tasks page allows the manager to monitor the progress of the all the employee's assigned tasks in a single view.
|PERMISSION NAME||PERMISSION DESCRIPTION||CATEGORY|
|Assign Training||Grants ability to assign learning objects to the transcripts of those for whom the user is the assigned manager, approver or cost center approver. This is a manager/approver permission.||Learning|
From the Actions drop-down list, the following actions are available:
The Tasks page has two views, Current and Archived. The Current page displays all current tasks for the direct or indirect report. The manager can view archived tasks by clicking on the Archived link on the My Team sub-task bar. The Archived tasks displays all archived To Do's, trainings, and tasks for the direct report.
The Tasks workspace is divided into three sections (Assigned To Do's, Assigned Training, and Assigned Tasks). The manager can expand or collapse each of these sections by clicking the Expand arrow to the right of the section heading. For each item listed in each section, a status light appears to the right indicating the status of the item.
- Red - item is past the due date and is not complete, will remain on current page until completed.
- Grey - item is not started or has a percentage progress of 0%.
- Yellow - item is in progress.
- Green - item is complete, will be archived after 14 days.
With assigned training, items will move to the archived Tasks page when the item is archived on the direct report's transcript.
Current free-form To Do's and Goal Tasks assigned to the direct or indirect report display here. For each item in the list, the title, percentage progress, and due date are displayed. Next to the title of each item, an icon displays indicating the type of To Do. The manager can click on the title of a To Do to view more information. Managers can also create To Do's for a direct or indirect report from the Action drop-down list after selecting specific employee's ID card.
This will display all training currently assigned and visible on the direct report's active transcript. For each learning object the manager can view the type, title, due date and status. An icon will appear next to the title of the learning object indicating the type of activity. To View Transcript Details, the manager can click on the title of the learning object (transcript page will display). Managers can also assign training or assign external training to a direct or indirect report from the Action drop-down list after selecting specific employee's ID card.
Items that are Complete appear for only 14 days after completion. After that, they are archived and only appear in the Archived view.
This will display all tasks currently assigned to the direct report. This section will appear to the manager if the manager has access to performance and succession information. For each task, the manager can view the title, status and due date. Next to the title of each task, an icon indicating the type of task is listed. To View additional details, the manager can click on the title of the task (pop-up will display).