Within the Onboarding module, most tasks within a category can be sorted in the order in which you would like them to be presented to employees. When tasks are created, the default system logic will initially be applied to the task order. To change the order of tasks, the task sorting tool can be used.
Task Sorting will be available when one or more supported tasks have been turned on and the Task Category has been activated.
To apply custom sort to tasks:
Go to the Company Tasks page > select a Task Category >
Use the arrows to the right of the task name to drag and drop sortable tasks into the order they should be presented to employees. When custom sort has been applied, the option to Save or Undo your custom sort will be presented at the bottom of the page.
The ability to sort tasks is fully supported within following categories:
- Company Policies and Procedures
- Safety and Training
- Custom Categories
Within the Getting Started category only custom tasks added by the user can be sorted.
NOTE: The preconfigured Employee Navigator tasks in the Getting Started category are locked in the default system order and presented first to employees assigned to these tasks*. Custom tasks cannot be sorted to display before these preconfigured tasks listed below:
- Electronic Signature and Consent
- Form W-4, Employee's Withholding
- State Withholding Form
- Form I-9, Employment Eligibility Verification
- Self Identification (EEOC)
- Emergency Contacts
*Sort capabilities have not been applied to these tasks since it is necessary to capture this employee data in a set order to satisfy contingencies and accurately populate subsequent tasks.
Tasks can be sorted within the task category they were created only. Moving tasks to an alternate category or changing the order of Task Categories is not currently supported.