Employee instructions

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Enter user instructions for completing this task. The assignee can view them on the Task Summary page. Employee instructions can also be included in a task type notification message.

Text Editor

Using the Text Editor, you can include rich text, font, links, tables, images, and more to supporting content in your task instructions. (Support can configure a default folder for links and images.)

Keywords

The Employee Instruction field can contain (predefined) keywords. Keywords are optional. Available keywords are:

• inserteform: Links to a specific form
• PRINT_ALL_FORMS: "Print all printable forms" link is added
• Insert_lesson_link: Links to the eCourse selected in the Learning Course Selection list.

Advanced Option: Variable Information

The Employee Instruction field can contain (predefined) employee information as seen on the Employee Profile page of the Find Employee page. Including employee information in the task description is optional.

Adding variable information to the task description message for the employee is similar to using fields for a mail merge application. You may add fields to the instruction text which will be replaced with the employee information when the page is viewed.

The following tag must be included in the description text for the predefined values to be included:

<$include;/RedCarpetDotNet/Forms/FormTables>

Each field is available through its predefined tag. The syntax of the tag is:

<$client.tForWhomUserInfo.fieldVariable>

where the fieldVariable is the underlying field in your Employee Profile page. If you are not sure of the exact spelling of your field variables, the underlying field variable syntax available by choosing "Show Employee Profile Fields" in the Notification definitions page.

If you are using the Notifications definitions page to collect your Employee Profile field names, use the field variable as you see it in the list. The list might display:

EmergencyContact

The notification field will be:

[$EP_EmergencyContactInfo$]

The syntax to use in the task definition Employee Instructions is:

Your emergency contact is: <$client.tForWhomUserInfo.EmergencyContact>

Contact Support for additional information for help with the syntax of your implementation.

eForm or Document options

eForm or document options are available when you select the Create an Unassociated Task button on the Manage Task Definitions page.

Do not include an eForm or Document

Click this option to NOT include an eForm or document.

Include an eForm to fill out or review

Click this option to associate a form for data collection or review. This option applies if task assignee is going to add any data to the form or mark the form as finished upon task completion.

Select an eForm from the drop-down list. The eForms listed are filtered based on your permissions and permissions associated with the form when it was created.

Tip: If you select an I-9 compliant eForm, the keywords insertform or inserteForm must be included in the Employee Instructions box. Otherwise, the I-9 step number compliance rules are not available for selection.

Select any additional options.

Request a document to be uploaded

Click this option to request a document to be uploaded during this task. Select a upload type from the drop-down list.

Select the Upload is required to complete task check box if you want to make the user upload a document to complete the task. If not selected, the task can be completed if a document is not uploaded.

Request a document to be review

Click this option to request a document to be reviewed during this task. Select an upload type from the drop-down list.

Note: This option applies to employer-uploaded documents that appear on the eForms tab and employee-uploaded documents that appear on the Documents tab.

Prepare a download package

Click this option to specify the eForms and uploaded documents to include in the download package.

Note: Supported file types are pdf, gif, jpeg, jpg, png, bmp, and tiff.

(Optional) Change the label of the Download Package button.

Learning course options

Learning course options are available when you select the Create a Learning Task button on the Manage Task Definitions page.

Learning Course Selection

Select the SilkRoad Learning eCourse to launch with this task. Only eCourses can be launched. Instructor-led courses and training events are not available for selection.

Tip: The eCourses available for selection are accessed from a course catalog or catalogs that SilkRoad configured for you. If an eCourse is not available for selection, it's not available in the configured course catalogs.