Reference: Tasks Available with Tasks V2
Currently, not all tasks are available with Tasks V2. Similar to the Notification Engine, we'll add additional tasks to this feature over the course of future releases. Below is a list of all tasks currently available with Tasks V2.
Tasks are available for these categories:
- Billing Cycle
- Expense
- Interview
- Job
- Job Applicant
- Job Offer
- Timesheet
- Vendor
- Work Order
Billing Cycle
Name of Task | Description | User Roles | Task Trigger | Action |
|---|---|---|---|---|
Update billing cycle for "name" | Reminds Admins/MSPs to update billing cycles by extending date | Admins and Program Team | Work Order Extended | Billing Cycle is updated |
Expense
Name of Task | Description | User Roles | Task Trigger | Action |
|---|---|---|---|---|
Approve Expense Report "name" for "name" | Requires approval action on submitted expense report | Admins and Program Team | Expense submitted | Expense approved |
Interview
Name of Task | Description | User Roles | Task Trigger | Action |
|---|---|---|---|---|
Reschedule Job Interview for Candidate "name" for Job "name" | Prompts user to act on job interview reschedule request | Admins and Program Team | Interview reschedule request | Interview is rescheduled |
Job
Name of Task | Description | User Roles | Task Trigger | Action |
|---|---|---|---|---|
Approve Job edit for "name" | Prompts user to approve an edited Job | Approver | If Job is edited and Job Change workflow approval is enabled | Job is approved after edit |
Resubmit Job Change for "name" | Prompts user to act on rejected Job Change approval | Admins and Program Team | If Job is rejected and needs to be resubmitted | Job Change has been resubmitted or canceled |
Resubmit Job Post for "name" | Prompts user to act on rejected Job Publish Approval | Admins and Program Team | Job Post was rejected | Job Post was resubmitted or canceled |
Approve published Job "name" | Requires internal approval of job published | Admins and Program Team | Job has never been Active and is going through Job Publish workflow approval rule | Job Publish workflow approval is complete (fully approved or rejected) |
Reminder: Open Job "name" inactive for 4 weeks | Prompts user to act on jobs open for over 4 weeks | Admins and Program Team | Open date exceeds 4 weeks without action | Any action taken on Job |
Job Applicant
Name of Task | Description | User Roles | Task Trigger | Action |
|---|---|---|---|---|
Add New Candidate rating for "name" | Requests candidate feedback on contractor rating | Vendor and MSPs | Interview Completed | Feedback added |
Missing email for Contractor | Admins and Program Team | Saved contractor/candidate profile without an email | Email added to contractor/candidate profile | |
Offer Declined by Vendor "Name" for Job ID "number" | Prompts user to act on Vendor rejecting candidate's job applicationPrompts user to act on contractor's missing "Email" after onboarding | Admins and Program Team | Vendor declines a Job Offer, Applicant has Job Applicant status Rejected | Job Applicant status is no longer Rejected |
Onboard Candidate "name" for "job" | Requires Vendor to process and/or onboard candidate | Admins and Program Team | Offer sent | When onboarding is completed |
Reminder: Onboard "Candidate" is past due | Prompts user to act on past due onboarding for candidate | Admins and Program Team | If job applicant is past due for job onboarding | Job onboarding is completed |
Approve "Candidate" for onboarded "name" Job | Requires approval on applicant onboarding for job | Admins and Program Team | After Job Applicant is onboarded and approvals are needed | Approvals completed |
Onboard Candidate "name" for Job "name" | Prompts user to process candidate ready for onboarding | Admins and Program Team | Onboarding ready for candidate on job | Onboarding completed |
Job Offer
Name of Task | Description | User Roles | Task Trigger | Action |
|---|---|---|---|---|
Reminder: Offer Rejected for "Job" | Prompts user to act on offer release that was rejected for applicant | Admins and Program Team | Offer rejected | Job is closed, reopened, another offer is sent, job is canceled. |
Approve job offer release for Job "name" | Prompts user to act on pending internal approvals on job offer release | Admins and Program Team | Job offer released for approvals | Approvals completed |
Timesheet
Name of Task | Description | User Roles | Task Trigger | Action |
|---|---|---|---|---|
Submit missing timesheet for "name" | Prompts user to act on missing timesheet from the previous week | Admins and Program Team | Timesheet is missing from prior week | Timesheet submitted |
Vendor
Name of Task | Description | User Roles | Task Trigger | Action |
|---|---|---|---|---|
Onboard Vendor "name" | Prompts user to onboard Vendor | Admins and Program Team | New Vendor added | Onboarding complete |
Work Order
Name of Task | Description | User Roles | Task Trigger | Action |
|---|---|---|---|---|
End Work Order "number"? | Requires user to end work order after contractor onboarding | Admins, Program Team, and Resource Managers | Work Order status is Active and Work Order End Date is today's date or prior | Work Order status is Ended |
Approve payment for Work Order "number" | Prompts user to act on pending payment approvals on Work Order | Admins and Program Team | Payment is submitted for approval | Approvals completed |
Approve Work Order "number" Ending | Requires approval to end a Work Order | Admins and Program Team | Work Order is triggered to end that has approvals | Work Order is approved to end |
Approve modification for Work Order "number" | Prompts user to act on pending approval to made modifications to a Work Order | Admins and Program Team | Modification for Work Order was submitted | Approval for modification is completed |
Remind Vendor to approve Work Order "name" | Prompts user to act on a Work Order modification awaiting Vendor approval | Admins and Program Team | Modification is pending Vendor approval | Vendor approves modification |