Worksheet Statement Notifications in Task List
Applicable Product:
- Talent Management: Compensation
Applicable Release:
- v25.04+
Summary:
Previously, when statements were available to be printed or emailed there was not a task that allowed managers easy access back to the worksheet. To get updates, they were required to navigate through the main menu and return to the worksheet. In release 25.04, we have added the ability to push a notification to the task list on the dashboard when a statement is accepted. Managers can click the notification and are taken directly to the worksheet.
Details:
Configure the Task
Compensation administrators can configure a Reward Cycle task to push the notification to dashboard task list when a statement is available.
- Go to the appropriate reward cycle and select Workflow Process in the left menu.
- In the workflow pipeline, click the Accepted option.
- In the Task section, click the Enable Task checkbox.
- Click Save.
Important! A Compensation administrator will need to run the Regenerate Tasks process for the Accepted workflow state from the Manage Workflow tab of the reward cycle. To remove the task a compensation administrator will need to run the Delete Tasks process for the Accepted workflow state from the Manage Workflow tab of the reward cycle.
Worksheet Owner View
When the task is enabled, the worksheet owner will see the Distribute Statements link in the dashboard task list. Click on the link to access the worksheet.