Transition tasks

Transition tasks are the activities that must be performed as part of a transition process. They can be created for candidates, resources and administrators. For example, providing a laptop for the new resource can be one of the Information Technology department's onboarding tasks. A transition task can be associated with a prerequisite task. For example, before you can procure a laptop for an employee, the employee must have an employee ID. In this example, you can create a task for the procurement of the laptop and a prerequisite task for the procurement of an employee ID. Any task that has a prerequisite is not actionable until the prerequisite task has been completed.

There are multiple task types, each of which is used for a specific purpose. For example, gathering information or providing the candidate or resource information about company policies. Some task types can include acknowledgment text, a signature, and validation of the last four digits of the candidate or resource's social security number.

A task group or a role is assigned to a task when the task is added to the transition program. When task groups are used, administrators who are members of the assigned task group can assign the task to themselves. When roles are used, administrators who were assigned the role that is assigned to the task can assign the task to themselves.

For information about adding tasks to programs, see Adding tasks to transition programs.