Process Manager

Use this form  to set up configurable processes that you can use to manage tasks. There are three tabs:

  • My Tasks: Employees to whom tasks are assigned receive an automated email to notify them that they have an assigned task with a due date. They use this tab to review and complete all tasks that are assigned to them. Any member of the Process Manager authorization group has access to this tab.
  • Templates: Members of the Process Manager - HR group can use this tab to set up reusable templates that are used for processes that must be performed multiple times. From this tab, you can view any templates that exist in the application.
  • Processes: Members of the Process Manager - HR group can use this tab to set up and edit processes that contain a set of tasks, assign the tasks to other employees, and so on.

You lose any unsaved changes when you click a different tab in the Process Manager form.

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