Create a Corporate Email Task

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Overview

A CorpEmail Task in Evolve ATS > Onboarding is a special type of task with two parts:

  • You can place instructions for the IT personnel who will create the email account for the new hire.
  • The IT personnel can capture the email address created and send a notification to the new hire.

Audience

Onboarding Admin

Create CorpEmail Task

Navigate to the Onboard Admin tab, then select Task Templates.

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Click + New Task Template.

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Complete the fields in the New Task Template popup:

  • Choose type - Select CorpEmail Task Template
  • Choose language – Select the desired language

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Click Create.

Use the HTML editor tools to adjust and build your task.

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You can insert placeholders to either capture data or show data. To add a placeholder, click Placeholder.

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Select a placeholder in the Custom fields popup.

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Options related to the field will be available:

  • Mode
    • Input—This field allows the assignee to provide data, and it will display as a black text box or corresponding field type.
    • View—Allows you to insert the value of already collected data so that the field shows up as a value, and the assignee cannot edit it.

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Click Add.

Scroll down to the next section. Here, the IT personnel are asked to input the new hire's email address.

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When the user's Evolve ATS account is created with the same email address, the systems connect the new hire portal to the newly created corporate account. The new employee can then continue accessing the portal through the Evolve ATS corporate account.

Complete the additional fields in the New Task Template:

  • Name / Internal Name / Task Template Code- Provide your template with a unique name.
  • Description – Describe what your new template will be used for.
  • Default Assignee—You can set the default assignee as the hiring manager, a new hire, or a specific employee.
  • Watchers – Select any users that should be notified about the progress of this task.
  • Status – By default, the template is marked Active. Active templates can be pulled into any process template and assigned to onboarding.
  • Due Date – When the task should be completed.
  • Activation Date—When you select Activates with onboarding kickoff, the task is assigned immediately and becomes visible to the assignee. When you select Delayed activation date, the task is assigned after a specified delay.
  • Define DependenciesThis allows you to define the specific set of conditions that must be met for the task to be included in an onboarding process.
  • Inclusion Criteria—By default, this is set to Always Include, which means there is no conditionality. If you prefer the task to be included/excluded from a specific process based on a condition, use Include when the criteria are met.

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Click Save.

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