Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access levels: Employee , Manager , Admin
The To Do List feature helps you organise your tasks into a structured list, allowing you to track completed and outstanding tasks. Within this feature, you can comment on tasks, reassign them, download details, and more. Depending on your role, you might need to recognise, approve, review, or complete specific tasks. To see what tasks are visible in your To-Do List widget, please refer to the What tasks will I see in my To-Do List widget section of this article. Note that only clients with HR Classic Premium and Platinum subscriptions can add, edit, or delete comments on a task.
Warning
Timesheet tasks when actioned from the to-do list will be cleared immediately. If you action timesheet tasks from other sources, such as Employment Hero Work, there will be a delay between when the task was completed and when it will be cleared from your to-do list.
Managing Tasks
- Click the Dashboard menu.
- Click the Create Task button.
- Complete the following fields:
- Name.
- Owner.
Important
The task owner is the user required to complete the task. By selecting a user; who is not yourself means that you are assigning the task to another user. However, the platform will still list you as the person who created the task.
Warning
If you have selected a team as the owner of a task, the platform will assign each member of the team their own individual task. The platform does not allow you to set a task as a collaborative endeavour or owned by a team.
- Description.
- Assigned date.
Important
The HR classic platform uses the assigned date to determine when to notify the task owner about their upcoming tasks.
- Due date.
- Collaborators
Important
You can only add a collaborator if you are on our premium or platinum pricing plan.
- Click the Subtask button and list any additional subtasks.
- Click the Create button.
Warning
The creator of a task can re-assign the existing task to another employee. While an Admin or Owner can re-assign the task regardless of if they were the creator of the task or not.
Daily Activity
- Click the Dashboard menu.
- Go to the To Do List widget.
Helpful Hint
Here, you will see a list of the tasks you have to complete, acknowledge, or review. They will include policies, certifications, induction content, safety incidents, HR documents, tasks, expense claims, leave requests, recognitions, performance reviews, timesheets, and superfund lifecycle offboarding.
To learn more about this, please go to the What tasks will I see in my To-Do List widget on my dashboard? in the Further informationsection of this article.
- To filter your tasks, click the Filter bar.
- Click the Features field, then choose the tasks you want to see.
- Click the Apply button.
- Click the task you want to view the details of.
Helpful Hint
A popup will appear, containing the details of the task.
Completing your tasks
Commenting on tasks
Further information
Yes, you can assign tasks to an external Inbox. We now allow you to add an external email address to an assigned task. For example, onboarding, offboarding, or tasks will trigger an email when you assign a task to the nominated Inbox.
The tasks you will see in your To Do List on your dashboard will depend on your role and the document or action involved.
All roles. |
|
Approver. |
|
Employee. |
|
Manager. |
|
Recipient. |
|
Sending signatory. |
|
Worksafe authority. |
|
My Tasks | My Tasks will show all tasks that have been assigned to you. |
Tasks I Created | Tasks I Created will show all tasks that you created, even if they're assigned to another team member. |
Other Tasks | Other Tasks will be shown to Admins, Owners and Managers. Admins/Owners will see all tasks company-wide. Managers will only see tasks assigned to a team member in their reporting line. |
Explore related content
- Goals (OKRs) This feature shows you how you can use the Objective, Key Results (OKR) framework to help align and connect all your employees to your company goals.
- Company Values This feature allows you to view the details of each of your organisation's chosen company values, enabling you to see the what your leadership team feels embody the vision and purpose of your business.