Task Categories allow users to categorize and organize employee tasks. Default categories have been created to include tasks that are assigned to new employees or may be assigned to existing employees by an Administrator at any time. Custom categories may be added to auto-trigger the assignment of a task to an employee based on employee events processed in the system.
Task Categories can be set to Active or Inactive. Active categories will display a green indicator and Inactive categories, a red indicator.
When a category is Active, active task versions within the category will be visible to employees to view and complete.
When a category is Inactive, the category and tasks within the category will not display to employees. Employees with previous assignments will no longer be able to view or complete the task assignments.
To change the Active/Inactive status of a Category, or change the name and selected trigger events for a Custom Category, go to:
Tasks > select the Category > click the 'gear' icon next to the category name
Default Onboarding Categories
The four task categories below have been added to each company by default.
Tasks included in the Getting Started category will be presented to employees upon login and the employee must step through all of Getting Started task assignments before they are given access to the full site, such as enrollment profile updates, and other features. This presentation process was designed to give HR the opportunity to assign the highest priority items to employee immediately and without the distraction of other aspects of the system and ensure a high rate of completion.
Examples of tasks to include in the Getting Started category: Electronic signature and Consent, I-9, and Federal and State Withholding Tax information.
The Orientation category can be used to house tasks which introduce and orient new employees to your company. Tasks within the category will be accessible to employees through the “Required Tasks” link on their home page and a a notification of incomplete tasks will display as a banner on the employee home page when an employee has one or more incomplete task assignment records.
Examples of tasks to include in the Orientation category: CEO Message, Organizational chart, Phone system instructions, or a Facility overview.
Company Policies and Procedures
The Company Policies and Procedures Category can be used to present all company specific policies and procedures to employees. The options to obtain employee acknowledgements and electronic signatures will likely be used on these tasks for tracking and compliance purposes.
Examples of tasks to include in the Company Policies and Procedures category: Company Employee Handbook, Non-discrimination Policy, Inclement Weather policy, FMLA policy, etc.
Safety and Training
Tasks related to the Safety and Training of employees should be included in this category. These tasks are important to employees and employers alike as this type of communication can mitigate the risk or employee injury, and reduce corporate liabilities such as workers’ compensation claims.
Examples of tasks to include in the Safety and Training Category: Notification of Employee Rights under OSHA, Injury Reporting Procedures, and HIPAA Compliance Training.
Custom Categories and Event Triggers
Custom Task Categories can be created to trigger the assignment of the tasks within the category based on events that employees complete within the Employee Navigator system.
To create a Custom Category, go to:
Company Tasks > Custom Categories > add a new one > add the category Name > select a Trigger
Select from a list of individual events such as employee hired, or an enrollment event. When an employee processes the selected event or an administrator processes the event on the employee’s behalf, all active versions of tasks within the category will be auto assigned to the employee.
Select from a list of the company’s plans. When an employee is enrolled in the selected plan, all active versions of tasks within the category will be assigned to the employee.
Select a benefit type and an enrollment event. When the specified enrollment event occurs within a benefit type, active versions of tasks included in the task category are assigned to the employee. The task will only be assigned once even when enrollment is saved multiple times. However, when an employee elects during a new enrollment window or has a secondary life event, the task may be triggered again.
Benefit Add - Assignment is triggered when employee coverage is saved through any enrollment window or an employee add coverage through a life event
Benefit Drop - Assignment is triggered when employee coverage is dropped through a life event.
Benefit Decline - Assignment is triggered when a benefit is declined through any enrollment window.
Benefit Change - Assignment is triggered when coverage level is changed through any of the Dependent Add Coverage or Drop Coverage life events.
Advanced Insurability Trigger
Select a benefit type and an enrollment event. These events compare the current enrollment to the open enrollment election to capture changes that may require additional enrollment forms. Events are limited to specific types of plans including Voluntary Life, Voluntary AD&D, Critical Illness and Accident.
Add Enrollee - Assignment is triggered when coverage is selected for an employee or dependent during Open Enrollment, but the individual did not have coverage (or had ended enrollment record) in the current plan.
Dropped Enrollee - Assignment is triggered when coverage is not selected for an employee or their dependent during Open Enrollment, but the individual is enrolled in the current plan.
Amount Increased - Assignment is triggered when the benefit amount is increased for an employee or dependent for a voluntary life model plan or the cost is increased for a medical model plan.
Amount Decreased - Assignment is triggered when the benefit amount is decreased for an employee or dependent for voluntary life model plans or the cost is decreased for a medical model plan.