Creating transition task groups

Before you define transition tasks, you can create and assign resources to transition task groups.

  1. Sign in as an administrator or generalist.
  2. Select Transition Management > Setup > Task Groups.
  3. On the Task Groups page, click Create.
  4. Specify this information:
    Task Group
    Specify the transition task group name.
    Description
    Provide a description of the transition task group. If this field is blank, then the default is the task group name.
    Active
    The transition group is active by default. To deactivate the transition group, clear the check box. Inactive task groups are not displayed in lists.
  5. Click Save.
  6. Add a new resource in the transition task group:
    1. From the Resource Assignments list, click Create.
    2. Specify the employee's ID number and name.
    3. Optionally, click Search to use the operators and locate a resource to add in the transition task group.
  7. Add two or more resources in the transition task group:
    1. From the Resource Assignments list, click Add Multiple.
    2. Select the employees from the Resources list.
    3. Click Add Selected Employees.
  8. Click Save.