How to view Tasks, Notes, Forms, and Documents?

All employee-related records, such as assigned tasks, uploaded documents, submitted forms, and notes, are accessible from the employee’s profile page, depending on your permissions.

Viewing Information from the Employee Profile

Follow these steps to access tasks, notes, forms, and documents:

1. Navigate to the employee’s profile page.
2. Locate the left panel on the profile page.
3. In the left panel, you will see a Portfolio - summary showing the total number of:
   • Tasks
   • Documents
   • Notes
   • Forms
4. Click on any of these categories to open and view detailed information.

Viewing and Updating Forms

If you need to review or update a form:

1. Go to the Forms section within the employee profile.
2. Locate the specific form you want to review or update.
3. Click on the form title to open it.
4. If you have the required update permissions, click the Edit option in the upper right corner.
5. Make the necessary changes and save your updates.

Alternative Ways to View Tasks

Tasks assigned to an employee can also be accessed outside of the profile page:

• Open the Tasks tab from the main menu on the left side of the application to see all tasks assigned to you.
• Access the Onboard portal to view onboarding-related tasks:
  • Navigate to the Tasks tab within the Onboard portal.
  • The Onboard portal can be accessed either through the employee profile or via the Onboard application.

Additional Notes

• Visibility of tasks, notes, forms, and documents depends on your user permissions.
• Some items may be view-only, while others can be edited if you have the appropriate access rights.
• Onboarding tasks are managed separately within the Onboard module but may also be linked to the employee profile.