The “To Do List” can be used by individual users to track and manage various tasks that are pending actions throughout the system. The intention is to use your “to do list” daily so that you can keep up to date with any daily tasks that require your attention. This function is available to both Corporate Client users and Service Provider users and not restricted to the permission level of the user.
1) Turn on “To do list” function
If a company wants to make use of the “to do list” function, it is important to note that it needs to be configured first.
Navigate to settings on your dashboard,
Navigate to your users and view the applicable user.
Under the user details, select the “Show to do list on dashboard,” you need to change the status to “yes” so that the function can be active for the user. Select save so that the action can be applied to the user.
Once you have made the action active for the individual, the next time the user logs into the system, the user will receive a pop-up message asking him/her if they want to make use of the function.
It is up to the user to decide if they would like to make use of this function, by selecting “yes or No”
When you have confirmed that you would like to use the function, a “To Do List” will be seen on your dashboard.
Note: It is important to remember that sections viewable to each user will be adjusted according to the individual user rights. A Corporate Client user will see more options compared to a Service Provider because their package usage differs. This also means that users with specific user rights will only be able to view sections that are available to their user.
2) Specific individual to work through their “To do list”
On the list, click on the arrow displayed next to the module.
Under each module you will see specific items related to the module that require your attention.
Each section will display a count of pending actions int "Red". This provides insight into the number of tasks pending.
When you click on the respective section, the system will direct you to the area that requires action.
If you click on “New Hires” under People Manager
The click through will take you to the HR Actions awaiting approval, whereby you will be able to work through the pending approvals.
As you work through the tasks , the action counter will reflect the tasks are completed.