Managers can delegate Framework tasks to Collaborators with access to the Portal.
These tasks are waiting for us, as Collaborators, to upload relevant files, and those files (if approved by the manager) will be automatically uploaded as Evidence.
To learn more about Delegated Tasks - click here.
To get to our Delegated Tasks, on the left side-bar, select the Required Actions tab (marked with an arrow below)
the Required Actions tab is marked with an arrow This is the Required Actions list, below we see two tasks delegated to us, that were already approved by a manager.
the Required Actions tab page Here is the same page, after a new task was delegated to us.
Marked with an arrow below is the new task's Status (Created), this task requires our action.
the task's Created status is marked with an arrow By clicking on a task, we can view its details (Requestor, Comments, task Type), let's click on the Perform button (marked with an arrow below)
the Perform button is marked with an arrow Now we have two available options, to add a relevant file(s), and to add a comment or explanation.
Viewing a Task's Details
After performing a task, its Status will appear as 'Performed', this means it is waiting to be Approved or Declined by a Manager.
the Performed task's new Status is marked with an arrow By clicking on an Approved or a Declined task, we can view its details, Approval time, and which of our uploaded files were chosen to serve as Evidence.
the Approved task's details window To return to the Employee Portal Guide hub, click here.
To return to the main guide hub, click here.
