Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Create An Onboarding Tasks

Follow these steps to create an onboarding task.

To create an onboarding task:

  1. On the Onboarding Task Management screen, click the Create tasks button.
  2. In the Task field, enter a name for the task.
    Note:

    Since no description is included with the recipient group name, it is recommended that you select a descriptive name in the Recipient Group Name field, which doubles as a reminder of the purpose of the recipient list. For example, “Training” which suggests that the recipient list includes only users involved in the training of new hires.

  3. Enter a short description about the reason for the task in the Description field.
  4. Click Select in the Assign Task field to select the type of employee who will be assigned this task. Select employees based on one or more of the following search criteria:

    • New Hire: Select this option to have all new hires complete the task.

    • Other: Select this option to assign the task to employees other than new hires. Use the following criteria to specify the employees or types of employees who will complete the task:

    • Job Title: Select the job titles of the employees you want to complete the task.

    • Managerial Level: Select a group of employees to complete the task based on their managerial level.

    • Team: Select a project team from the list. If you select a team, all individuals on that project team are listed in the Assign for Completion column. Anyone on the selected team can complete the task.

    • External Individuals: Enter the external email addresses of the people who you want to perform the task. Separate entries by using commas, or by placing each email on a separate line.

  5. Select one of the following options in the Due Date field :

    • Due BEFORE first day (start date)

    • Due ON first day (start date)

    • Due AFTER first day (start date)

  6. If you select Due BEFORE or Due AFTER, enter the number of days the employee has to complete the task in the # of Days field.
  7. In the Due Day Reminder field, enter the number of days before the due date that you want a reminder to display on the employee’s Dashboard.
  8. In the Onboarding Task Attachments section, select the Required check box to require the upload of task attachment to complete the task.
  9. Click Submit to create the task.