HR Scheduled Events (New UI)

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*All applicable Custom Forms, HR Actions, and Workflows will need to be configured prior to creating scheduled events.

  • Admin > Company Settings > HR Setup > Scheduled Event
  • Click
    • Add the Name of the event
    • Select the Event Type. There are 4 available Event Types
      • Form I9: will add a ‘To Do’ item for the employee to complete their I9
      • Form CA2810.5: will add a ‘To Do’ item for the employee to complete their CA2810.5
      • HR Action Request: Currently, these can only be a ‘My Employee Action Request.’ Meaning, a manager will receive a ‘To Do’ item to initiate the request for the employee.
      • Custom Form: This will add the custom form to the employee’s profile. This will not add a ‘To Do’ item to the employee.
    • Select Event (only applicable for HR Action Request and Custom Form)
    • Select To Be Initiated By (only applicable for HR Action Request)
      • This can only be assigned to a manager
    • Add a Description of the event
    • Press
    • Once saved, you will need to create a schedule. This can be a specific future date or on a recurring schedule. Select  for the schedule type you would like to create.
      • Exact Date: You can enter multiple exact dates by pressing ‘Enter’ between each date
    • Repeatedly on Calendar Schedule: Select the schedule criteria you would like for this event. You can also enter start and end dates for the event for when you would like this schedule to begin and end.
    • Press
    • Select  to add the employees this event should apply to.
      • Assign to a single or multiple employees
      • *Please note, new employees will not automatically be added to the event. When a new employee is hired, you will need to return to the event and add them.
    • Select  to enable the schedule you have created, and assign the scheduled event to the employees
      • If needed you can select  to disable the schedule you have created.
      • Once you have enabled schedules, enable schedules will automatically select, under the description of your event

    • Press . Your event is now scheduled. When you return to the Admin > Company Settings > HR Setup > Scheduled Event screen, you should now see a status of scheduled, and a hyperlink to view the schedule