How to Set Up Automated Task Group Assignments

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.

Open the Tasks module within the Admin Center.

Click Task Groups to either create a new task group or select an existing one you want to automate.

After creating or selecting the task group, click on the Automate button next to it.

Adjust the following options:

Click Create to activate the automation.

You’ll return to the Task Groups page where you can:

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.

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.

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.

Scenario: Your company wants to ensure that employees focus on critical tasks first. Automate the assignment of high-priority tasks to employees based on their role or department.

Solution: Use automation rules to assign high-priority tasks to specific teams or individuals as soon as those tasks are created or become due. This ensures that important tasks are addressed promptly.

Scenario: Your organization wants to recognize and celebrate employee work anniversaries. You can automate the assignment of tasks related to anniversary celebrations.

Solution: Set up automation to assign anniversary-related tasks (e.g., sending congratulations messages or organizing celebrations) on the employee's work anniversary. This adds a personal touch and fosters a positive work environment.

Scenario: Your company conducts periodic performance reviews. Automate the assignment of tasks related to self-assessment, goal setting, and feedback collection to streamline the review process.

Solution: Configure automation to assign performance review tasks to employees a specified number of days before their scheduled review date. This ensures that everyone is prepared and engaged in the review process.

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.