Tasks / job tasks

An employee’s general tasks within the company are recorded under Tasks/Job tasks. Be sure not to confuse the employee’s tasks with their goals. You can enter tasks/job tasks on the “Employee review meeting” tab.

Agree on tasks/job tasks

To agree on tasks/job tasks, first click on the year for which you want to agree on tasks. You can then create tasks for the selected employee under “Create new task”. Name the task and fill in the “Description/Criteria”. If you do not want this task to be visible to the employee, check the box for “Not visible to employee”. You can “Set a reminder”.

If you want to create additional tasks, check the box for “Create additional task”, then click “Save”. The task is then saved and a new, empty window appears. You can then enter another task right away by following the same procedure as above.

If tasks or sub-tasks remain the same across employees and/or years, you can choose to copy the content of tasks from other employees or from previous years by clicking on “Copy task from other employees or earlier years”.

Once you have finished creating the task and are ready to set development goals, go to the Actions section and select “Agree”.

Assess tasks/job tasks

The “Assess tasks” link will take you to the view in which you can assess individual tasks on a scale.
See also: Average calculations from employee assessments and Overall assessment.