Accepting and performing transition tasks

You can view assigned, unassigned, completed, and all transition tasks. For unassigned tasks, you must first accept the item before you can perform the task.

If you are added to a task group, you can view your administrative tasks on Unassigned Tasks.

  1. Select Profile.
  2. Click the Work tab.
  3. In the Transition Tasks pane, click View.

    To show the tasks in your profile, your HR administrator must start a transition management process.

    • All tasks that are assigned to you with no prerequisites are displayed on Assigned Tasks.
    • All tasks that are queued or unassigned with no prerequisites are displayed on Unassigned Tasks.
    • After the prerequisite tasks are completed, tasks with prerequisites are displayed on Assigned Tasks or Unassigned Tasks.
    • All tasks that are in completed, closed, and cancel confirmed status are displayed on Completed Tasks.
    • All tasks in any status that are associated to you or prerequisite tasks that are pending for completion are displayed on All Tasks.
  4. To assign an unassigned task to yourself, right-click the task on Unassigned Tasks and click Accept.
    After you assign yourself to a task, the task is no longer displayed to the other employees and is moved on Assigned Tasks.
  5. To view instructions that are associated with the task, right-click the task on Assigned Tasks, Unassigned Tasks, Completed Tasks, or All Tasks and click Open.
  6. Perform the tasks that are involved in the transition task.
    For example, if the task is to procure a computer for a new hire, perform all the tasks involved from ordering a computer to loading any required software.