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About Task Types
Task Types are used to group and organise tasks based on specific processes or events within your company's departmental workflows. They can be linked to specific reference dates (e.g. Date of Birth, Contract Expiry Date). This helps automate the calculation of due dates for tasks, using the selected reference date as the starting point.
You can find Task Types in HR > Main > Task Management.
How They Work
Let's say that you have a recurring workflow for your contractors' contract renewal.
You need a a task for the managers to handle the contract renewal before the expiry date. Assuming that all your consultants are contractors, you would:
Create a task type named Contract Expiry for Contractors and tie it to the Contract Expiry Date.
Create a template and populate it as follows:
Task Type: select the newly created Contract Expiry for Contractors.
Applicable to: set 'Field' to Department and select Consultants in 'Value'.
Assign to: set 'Employee type' to Manager and 'Level' to 1st Level Manager.
Due Date: set this 14 days before the task type's 'tied to date'.
If needed, repeat step 2 in full for all the other tasks related to the Contract Expiry for Contractors task type.
Once you assign the task templates, the tasks' due dates will automatically be computed as set in the previous steps. For example:
Lita belongs to the Consultant department and her contract expires on 20th June.
Lindsey is Lita's 1st Level Manager, so the task is automatically assigned to her.
The task due date's been automatically set to 6th June, which is 14 days before Lita's contract expiry date (see step 2d).
Onboarding and Offboarding Default Task Types
When creating a new task type for the first time, there are two default task types: Onboarding and Offboarding.
These refer to structured events of the same name, which are usually carried out by all companies.
You can use these task types exactly as described in the previous section. However, there are a few key differences worth noting:
Onboarding and Offboarding task types cannot be deleted or modified.
They are related to the Onboarding and Offboarding automated processes.
The Onboarding task type is tied to the employment date by default.
The Offboarding task type is tied to the termination date by default.
What do we mean by 'Onboarding and Offboarding Automated Processes'?
When creating or terminating an employee from HR > Employees, Indigo asks if you want to start the Onboarding or Offboarding process depending on the action.
If you select Process—and the Onboarding or Offboarding default task types are assigned to templates—the tasks will automatically be assigned and will show in the employees' Employee Portal.
Due dates are calculated based on how the templates tied to the task types are set up (as explained in step 2d).
⚠️ Please note that this automatic task assignment only occurs for tasks whose task type is a default one. No other task type triggers any automatic task assignment.
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