Tasks are a useful way to communicate to colleagues that something needs to be done. Sometimes in Sage HR when you use certain features, it automatically creates a task, for example, when someone submits a time off request, a task is created for their time off approver. However, if there is a specific task you want to create for an individual or multiple employees, you can do so.
Add a task
On the top right click on the +.
Click New task.
Select to assign the task to either a Specific employee or to Multiple employees.
Once you have selected your employee(s), give the task a title, and if required enter a description too.
If required, select a deadline date.
If required, select Require attachment - When enabled, this task can only be completed by attaching a document. This document will be linked to this task and also will appear under Documents.
If required, select whether you want to be notified by email when the task has been completed.
If required, select whether you want to notify the employee by email that they have a new task.
Below is an example of a task being created.
Once a task has been created it will show in the employee's Dashboard in My tasks.
Edit a task
Sometimes you may want to edit a task, for example to change a deadline date for it. This can be done, but only by someone with administrator access.
On the top left search for the employee who has the task that needs editing.
Go onto their profile and on the profile menu click TASKS.
Alongside the task click on the pencil icon.
You can amend the title, description, deadline date, and/or select or de-select whether you want it to require an attachment.
Once done, click SAVE.