Absolutely! You have several options when viewing and editing a task. To start with, find the task in question.
Find a Task:
Step 1: Navigate your your new hire's Calendar page.
Step 2: Select the week where you thought the task was scheduled to start. You can actually see a two week period at a time.
Step 3: Filter the calendar using the following:
- Type: Task
- Category: All
- Status: All
- Role: Select the role for the user you are looking for. For example, Buddy, Hire, Co-worker etc.
Step 4: Locate the task to modify in the list of tasks beneath the calendar 2 week view. Now you are ready to modify the task.
Edit a Task:
Click on the edit icon to edit the activity. Its the round icon with the pencil shape.
Within Edit mode to the right you will see fields of data that you can edit. To modify, simply type in the correct information into the fields. Don't forget to save your changes.
Note that in some cases HR may lock certain fields down and not permit you to edit them.
Switch out a Task for another:
Per the Edit a Task option above, click on the round pencil icon to get into Edit Mode.
Click on the Switch Task round button to expose the selector where you can choose from other available tasks in the knowledge library specifically addressing the category of development from the original task.
Click on each individual option to expose the full copy of the task options and then to select the option you which to switch the original out to. Don't forget to save your changes.
If no other default task options exist for you to switch out to, then the switch button will not be available. If HR locks the task and doesn't permit it to be switched out, then the button may also be suppressed.
If you don't like any of the preloaded task options, you can always create your own task from scratch. Simply click on the Write your own task icon (round) beside the Switch task icon.
Skip a Task:
You can click on the round (>>) icon beside each task within the calendar to skip any task within the workflow so long as it hasn't been locked by HR. In some cases HR really wants tasks to be completed by the recipient and may allow managers to edit parts of the task but not skip them.
Tasks for any recipient can be skipped within any status within the workflow. For example:
- If the Buddy task is in-progress you can skip it and the task will be removed from the Buddy's To Do list.
- If the Hire task is overdue because they went on vacation and is no longer relevant then you can skip it and it'll be removed from their To Do list.
- If your task isn't relevant to your particular hire's development you can skip it and it'll be removed from your ToDo list.
*Note that you will be asked to submit a comment as to why you feel the task should be skipped. HR will review these comments in order to better dial in the content and experiences within the workflow.