Viewing and managing all pending tasks

Tasks enables you to view, manage, and complete your pending tasks, which mostly involve responding to employee requests of different types. 

As a member of your organization's HR team, an HR manager, or administrator, you might need to do the following:

  • Respond to additional request types, which are different from the ones that line managers typically work with, such as requests for letters
  • Perform HR tasks, which are not related to requests, such as onboarding or off-boarding employees
  • Monitor pending tasks of all employees in your team, division, or organization
  • Occasionally override responses of managers to employee requests

Yomly provides you with these additional capabilities in Tasks.

In Tasks, your pending tasks are organized in tabs for convenient management.

In addition to the tabs available for managers (see Viewing and managing your pending tasks), based on your access level, you might be able to view and complete tasks in the following tabs:

Tab Description

All

Provides you with an overview of all your pending tasks

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You can view this tab only if you have the HRMANAGER or HRADMIN access level.

Documents

Lists the following:

  • Your pending document approval tasks. As an HR professional, you might be tasked with approving the required (and other) documents uploaded by employees in your organization.

  • Instances of the following:

    • Missing required documents
    • Expired documents
    • Documents that are due to expire in the next 3 months

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You can view this tab only if you have the HRMANAGER or HRADMIN access level.

Requests

Lists all letter requests and other requests, such as unlocking bank details, which are pending for your approval

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You can view this tab only if you have the HRMANAGER or HRADMIN access level.

To Dos

Lists all employee onboarding and off-boarding tasks pending for your action

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Viewing pending tasks assigned to other employees

If you have the HRMANAGER or HRADMIN access level, you can view pending tasks of any or all employees in your organization. This feature provides you with complete visibility of all outstanding tasks on the platform, and helps you monitor and track how managers in your organization are approving requests.

In any tab (except To Dos), you can view the tasks assigned to another employee by selecting the employee's name in the drop-down menu in upper-right corner. To view all pending tasks across your organization, you can select All company tasks in the drop-down menu.

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Viewing all pending To Dos

When viewing To Dos (onboarding and off-boarding tasks), you can view pending tasks assigned to all other employees by switching to the Employee To Dos tab.

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To view the tasks that comprise a to-do task, click    to expand the row.

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