Overview
In Teamflect, administrators can automate the assignment of task groups. This makes it easy to assign specific tasks (e.g., Onboarding Tasks) to employees based on their hire date, ensuring consistency and saving time.
For example, you can automatically assign a set of tasks to employees who have completed a specific number of days since their hire date.
Steps to Set Up Automated Task Group Assignments
Step 1: Access the Tasks Module
Open the Tasks module within the Admin Center.
Step 2: Create or Select Task Group
Click Task Groups to either create a new task group or select an existing one you want to automate.
Step 3: Enable Automation
After creating or selecting the task group, click on the Automate button next to it.
Step 4: Configure Automation Settings
Adjust the following options:
After how many days from the hire date: Set when the tasks should be sent.
Only send to users who logged in: Ensures tasks are assigned only to active Teamflect users.
Select the hour: Choose the exact time tasks should be assigned.
Step 5: Create Automation
Click Create to activate the automation.
Step 6: Review Automation Rules
You’ll return to the Task Groups page where you can:
See the automation rules for that group
View or edit them
Permanently delete them if needed
Beneficial Use Cases
Use Case 1: New Employee Onboarding
Scenario: Your organization wants to streamline the onboarding process for new hires. You can automatically assign a series of onboarding tasks to employees based on their hire date, ensuring that they receive relevant tasks at the right time.
Solution: Configure the automation to assign onboarding tasks to employees after specific intervals from their hire date. This ensures that new employees receive tasks related to orientation, training, and paperwork, gradually guiding them through the onboarding process.
Use Case 2: Compliance Training
Scenario: Your company must ensure that all employees complete mandatory compliance training within a certain timeframe. Automate the assignment of compliance training tasks to employees based on their hire date or compliance deadline.
Solution: Set up automation to assign compliance training tasks to employees a certain number of days before their compliance deadline. This ensures that employees receive the necessary training and certifications on time, reducing compliance risks.
Use Case 3: Employee Development
Scenario: Your organization values continuous learning and development. Automate the assignment of skill-building tasks to employees at regular intervals, allowing them to enhance their skills and knowledge over time.
Solution: Create task groups that contain skill-building exercises and courses. Then, set up automation to assign these tasks to employees at predetermined intervals. This promotes ongoing professional development.
Final Thoughts
Automating task group assignments helps HR and managers reduce manual work, streamline onboarding, ensure compliance, and promote employee development. By setting up automation rules, your organization ensures that important tasks are consistently delivered to the right people at the right time.