How do I create/edit/delete an employee task?

Modified on Tue, 10 Dec at 2:27 PM

Within Cintra iQ, you have the ability to create a Task list for an employee using the Employee Task functionality. This is so that you can check that required tasks are performed for the employee.

The Employee Tasks functionality enables you to assign tasks to an employee with a given due date. You can also edit or delete an employee task.

You can change the details of the task by opening an existing Task record and making the modifications there, or you can change the Due Date and/or Status within the record itself.

Note:

If you decide to change the Due Date and/or Status within the Task list, ensure you click the Apply button to save the change.

Go to Cintra iQ: Employment record> Forms> Employee Task

To create an employee task

Navigate to the Employee Tasks window.
Go to Cintra iQ: Employment record> Forms> Employee Task
Click the New button. The New Task window appears.
Enter the task's Subject.
Enter the Due Date.
Selected the desired Status.
Enter the task description.
Click the OK button. The task is created.

To change the details of an employee task

Navigate to the Employee Tasks window.
Select the desired Task.
Click the Open button. The Edit Task window appears.
Change the Due Date, if necessary.
Change the Status, if necessary.
Change the Task description, if necessary.
Click the OK button. The updates are saved.

Note:

You can also update the desired task on the Employee Tasks window by selecting the Due Date and/or Status drop downs within the task its self.

To delete an employee task

Navigate to the Employee Task window.
Go to Cintra iQ: Employment record> Forms> Employee Task
Select the desired task.
Click the Delete button. A message appears stating: Are you sure you want to delete the selected task?
Click the Yes button. The task is deleted from the Employee Task window.

Note:

You can also right-click: Delete on the desired task within the Employee Tasks window.