Adding transition tasks to or creating new transition tasks for a candidate's or resource's instance of a transition program

Administrators who have appropriate security settings can add tasks to a candidate’s or resource’s individual instance of a transition program. Tasks are added from the dashboard. They can also create new tasks from the dashboard. They can assign them to a candidate’s or resource’s individual instance of a transition program. In other words, users who can add and edit transition programs and tasks can customize a candidate’s or resource’s transition program. They do this by adding a task from the system or by creating a new task. Then they and add it only to that candidate’s or resource’s instance of the transition program.

This feature is useful under these circumstances:

  • a candidate or resource was mistakenly excluded from eligibility for a program, or
  • there is an error in a transition program trigger and the candidate or resource is not assigned the program

A task that is manually added assumes the status of Assigned or Waiting on Dependency, depending on the method by which it is set up. In some instances the status of manually added tasks is displayed as Pending. If this occurs, then select Actions > Begin On Board to assess the status of all pending tasks and assign them appropriately.

  1. From the All view of the Dashboard, select the transition program, then double-click the name of the candidate or resource.
  2. Click Tasks.
  3. Click Create.
  4. To add a task that is in the system, specify this information.
    Task
    Specify the task.
    Prerequisite Task
    If the candidate or resource must complete a task before they complete the task you are adding, then specify that task. If you specify a prerequisite task, then the candidate or resource must complete the prerequisite task before the primary task you added can be completed.
  5. Click Save. The task is added to the candidate's or resource's instance of the transition program.
  6. To create a new task, click Task, then click Create.
    For information about creating a new transition task, or creating a new task, see the Transition Management Configuration Guide.