Managing Tasks in YourHR.io

Tasks are essential tools within YourHR.io that help streamline workflows and enhance team collaboration. This guide will provide an overview of how to create, manage, and utilize tasks within the app, including assigning priorities and due dates, and how tasks can be assigned to individuals or teams.

Benefits of Using Tasks

Improved Organization: Tasks help keep your projects and daily work organized, ensuring that everyone knows their responsibilities and deadlines.
Enhanced Accountability: By assigning tasks to specific individuals or teams, accountability is clear, making it easier to track progress and performance.
Improved Organization: Keep user profiles organized and uniform across the board, making it easier to sort, filter, and retrieve employee information.
Automated Reporting: Generate insightful charts automatically in the reports section for each single-choice custom field, providing visual analytics that help in understanding trends and distributions within your company.

Defining New Custom Fields

Access the Admin Section: Log in to your admin account and navigate to the 'Custom User Fields' section under Customization menu.
Create a New Field:
- Click on ‘Add New Field’.
- Choose the type of field: 'Text' for free text entries or 'Single-Option Select' for predefined responses.
- For 'Single-Option Select', enter the possible choices separated by commas (e.g., "Active, Inactive, Pending").
- Name your field.
Save Your Field: Once you’ve configured the settings, save the field to make it available for users to fill in.

For Users: Filling Out Custom Fields

Navigate to Your Personal Page: After logging in, go to the 'Personal' section of your profile.
Add or Edit Information:
- Find the custom fields added by your administrator.
- If the field is a text field, simply type in your information.
- For single-option fields, select the appropriate option that applies to you from the dropdown menu.
Save Changes: Make sure to save your updates to ensure that all information is accurately captured and updated in your profile.

Reporting on Custom Fields

Access Reports: Go to the ‘Reports’ section of the admin dashboard.
View Automatic Charts:
- For each single-option custom field, the system automatically generates charts that visualize the data distribution across all users.
- These charts help in quickly identifying patterns and trends, such as the prevalence of certain skills or the general status of employee certifications.
Utilize Insights: Use these insights to make informed decisions about training needs, resource allocation, or policy adjustments.

By integrating and effectively utilizing custom fields, YourHR.io enhances the capability of your HR system, making it not only a tool for basic HR processes but also a strategic asset for organizational management and planning.