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Creating, Editing, and Removing Task Assignments

The Employee Assignments page allows you to create, edit, and remove task assignments for an employee.

Task assignments are most commonly learning and professional development activities and courses that are not contained in TrainTraq and are not assigned with enough frequency and with the same title/description to warrant being added to the course/program catalog. Examples of tasks include, but are not limited to:

  • Assignment to attend a professional development conference.
  • Assignment to read a particular book, watch a movie, or attend a webinar covering an emerging topic related to an employee’s job.

Creating a Task Assignment

The following section describes how to make a one-time, manual task assignment for an employee.

NOTE: Manual task assignments are immediate and are non-recurring. Additionally, there is not an email notification sent to alert an employee of a new task assignment. The assignment simply displays on the employee’s Home Page.

To create a new task assignment:

  1. Click the Assignments option located in the Employee tab menu. The Employee Assignments page displays.
  2. Select an employee using the Employee Search. The Employee Assignments page populates with the selected employee’s details and assignments.
  3. Click the Assign Task button located below the Employee Details section. The Task Assignment Details page displays.
  4. Enter the date the task is due to be complete into the Due Date field. If typed, the date must be in MM/DD/YYYY format. Alternatively, you can click the Calendar icon to the right of the field and select the date from the calendar displayed.
  5. Enter a description of the task to be completed into the Task Description field.NOTE: The text entered into the Task Description field will display on the employee’s assignment page, as well as on their transcript once the task is completed.
  6. Click the Save button. The Task Assignment Details page updates to display the assignment information you provided and the newly assigned task will display in the Assigned Courses/Tasks section of the employee’s Home Page.

Editing a Task Assignment

Once a task assignment has been made, you can choose to edit the task details if desired.

To edit a task assignment:

  1. From the Employee Assignments page, select an employee.
  2. Click the Edit button located to the left of the task you wish to edit. The Task Assignment Details page displays.
  3. Update the Task Description and/or Due fields as necessary. If typed, the date in the Due field must be in MM/DD/YYYY format. Alternatively, you can click the Calendar icon to the right of the field and select the date from the calendar displayed.
  4. Click the Save button to save the new task details.

Removing a Task Assignment

If a task assignment is created incorrectly or becomes unnecessary, it is possible to remove the manual assignment altogether.

To remove a task assignment:

  1. From the Employee Assignments page, select an employee.
  2. Locate the task you want to remove.NOTE: Clicking the Remove button removes the assignment immediately without verification, so be certain you have located the desired task before moving to step 3.
  3. Click the Remove button located to the left of the task you wish to remove. The task assignment is removed and will no longer display in the Assigned Courses/Tasks section of the employee’s Home Page.