8.8. HR Module and Task Assignment

With task assignment you link jobs such as opening, closing or cleaning to shifts and follow whether they are done. Tasks are assigned to a shift template. The screens are on the Shift card in the HR cockpit.

Task templates

The Task templates table in Shift tasks has a name and a description column. The + button opens the Add task template form.

In the form Title is required and Description is optional. In Subtasks, enter Subtask, Subtask description, Subtask scheduled time and Subtask time (minutes) for each step. Use the buttons next to a row to add or remove rows. Each template row in the list has Edit, Subtasks and a delete button.

Assigning tasks to a shift template

In Assign tasks to shift template on the same screen, choose the task templates for each shift template and click Save.

Assigned tasks

In Assigned tasks, choose a date range and click Generate report. The ring chart shows completed and total subtasks. When the report is empty, the ring shows 0/0 and the list has no rows. The list has the columns Employee, Date, Shift task, Subtask, Subtask scheduled time and Status.