Create a Milestone Task

Follow

Overview

A Milestone Task in Evolve ATS > Onboarding is a special type of task that tracks the completion of one or more other tasks. The goal of a Milestone task is to present a marker in the employee onboarding process. For example, when direct deposit and W4 tasks are completed, a milestone named Ready for Payroll will display.

Audience

Onboarding Admin

Create a Milestone Task

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

Screenshot 2024-06-11 at 12.03.37 PM.png

Click + New Task Template.

Screenshot 2024-06-11 at 12.03.58 PM.png

Complete the fields in the New Task Template popup:

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

Screenshot 2024-06-11 at 12.30.19 PM.png

Click Create.

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

Screenshot 2024-06-11 at 12.30.50 PM.png

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

Screenshot 2024-06-11 at 12.31.11 PM.png

Select a placeholder in the Custom fields popup.

Screenshot 2024-06-11 at 12.31.42 PM.png

Options related to the field will be available:

  • Mode
    • Input – Allows the assignee to provide data so that the field 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.

Screenshot 2024-06-11 at 12.06.12 PM.png

Click Add.

Complete the form details:

  • Name / Internal Name / Task Template Code- Provide your template with a unique name.
  • Description – Describe what your new template will be used for.
  • Status—The template is marked Active by default. Active templates can be pulled into any process template and assigned to onboarding.
  • APRI retrieval task – Specifies if the API integration layer will be reading the status of this task. By selecting this, you can enable the API integration layer to consume this task information and maintain the status of read/unread.
  • Milestone type
  • 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.
  • 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.

Screenshot 2024-06-11 at 12.34.20 PM.png

Click Save.

Was this article helpful?
0 out of 0 found this helpful