TalentHR helps you create and assign general tasks to employees, independent of onboarding or offboarding processes. This feature allows you to manage various employee responsibilities, such as compliance checks, training reminders, or administrative follow-ups.
To create a general task and assign it to an employee:
1. Log in to TalentHR as an Admin or an HR Manager and navigate to People (1) from your dashboard.
2. Locate and select the employee you wish to assign the task to.
3. In the employee's profile, go to the Tasks (2) tab.
4. Click Add task (3).
5. Enter a Task name (4) and a Description (5).
6. If the TalentLMS integration is active, you can link the task to the completion of a specific TalentLMS course (6).
| Note: When a task is connected with a TalentLMS course, the employee will be assigned the course upon the assignment of the task and the task will be marked as complete as soon as the employee completes that course on TalentLMS and the changes are synced. Read this article for more information on the TalentLMS - TalentHR integration. |
7. Set a Due date (7) for the task.
8. Click Save.
Once created, the task will appear under the employee's Tasks tab.
The employee will receive an email notification upon the task's assignment, and can view and complete the task from their own profile, under their For action (1) menu.
Managing general tasks
General tasks are managed similarly to onboarding and offboarding tasks.
- You can track their status (pending or completed) within the employee's Tasks (1) tab.
- To manually complete a task on behalf of your employee, click Complete (2) next to the task in question.
To edit or delete an employee’s general task, click on the relevant buttons (3) as needed, and confirm the changes.
| Note: In addition to general tasks, TalentHR’s task management supports creating and assigning tasks tied to your employees’ onboarding or offboarding. Click here to read more. |