Introduction to Tasks

Important

HR Admin access required

Introduction to Tasks. Thumbnail.png

Step by Step Guide

  1. Log in to your Yomly account using your dedicated business URL
  2. Go to the MAIN MENU > TASKS
  3. Here you will find the following tabs:

    • Documents: Contains all the required documents submitted by employees 
    • Requests: Contains all letter requests
    • To Dos: Contains all onboarding and offboarding tasks to be actioned
    • Business Travel: Contains all business travel requests
    • Leaves: Contains all leave requests
    • Expenses: Contains all expense reimbursement requests

    Once you have actioned any pending items related to the request, it will disappear from your list

    A dropdown on the top right corner of the Tasks page allows you to monitor pending tasks of all employees in your team, division, or organization.

NOTE: To learn more about Approvals and Actioning Tasks, check out our Knowledge Hub.

 

 

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