Once a 3rd-party task system is enabled for your organization, users with appropriate access to create and manage tasks for employees (or direct reports) can assign tasks to the system. In this article, we will cover how to assign a new task to the 3rd-party system for all New Hires.
Click Settings from the navigation bar and navigate to Tasks on the left-hand panel.
Click Add New from the Tasks page.
Note: Users with Manager Access can only create new tasks from their direct report's Greenhouse Onboarding profile (Direct Report > Tasks > Create a New Task).
From the subsequent Add Task dialog box, give the task a:
- Task Category
- Assign Date
- Due Date
Use the Who is responsible for this task? dropdown menu to select your 3rd-party task system.
Note: To limit PII exposure, any tokens included in the task can only be viewed through the 3rd-party task system if that system has been granted view permissions for the token. If a task with a non-viewable token is assigned to the 3rd-party system, Greenhouse Onboarding will block the 3rd-party system from viewing the information.
When finished, click Save and Close.
The task is created and assigned to the 3rd-party task system. When this task is generated for a New Hire an email will be sent to the 3rd-party task system.