Applies to: SharePoint Online
Onboarding Application Task Details
| Task Type | Task Creation | Task Assignment | Task Information | Created At |
| Credit Card Task | Credit Card task is created if the requester who is submitting the onboarding requests checks “Credit Card Eligible?” in the request form | Initially, task will be assigned for the Task Owners configured in the Task Type list. After that, if required task can be reassigned by the users in site owners group or the person to whom task is assigned |
Type of Request First Name Last Name Assigned To Manager Mailing Address City State Zip Task Status Due Date Comments |
After request submission (along with active directory task) |
| Finance Task | This task is always created for any onboarding request. It is created after the Active Directory task is completed | Initially, task will be assigned for the Task Owners configured in the Task Type list. After that, if required task can be reassigned by the users in site owners group or the person to whom task is assigned |
Type of Request Assigned To Employee Manager Primary Work Location Due Date Task Status Comments |
After active directory task is completed (along with application access tasks) |
| Relocation Task | Relocation task is created if the requester who is submitting the onboarding requests checks “Is Relocation Required?” in the request form | Initially, task will be assigned for the Task Owners configured in the Task Type list. After that, if required task can be reassigned by the users in site owners group or the person to whom task is assigned |
Type of Request Assigned To Employee Manager Primary Work Location Due Date Task Status Comments |
After active directory task is completed (along with application access tasks) |
| HR Task | This task is always created for any onboarding request. It is created after the Active Directory task is completed | Initially, task will be assigned for the Task Owners configured in the Task Type list. After that, if required task can be reassigned by the users in site owners group or the person to whom task is assigned |
Type of Request Assigned To Employee Manager Primary Work Location Task Status W-4 Submitted? I-9 Submitted? Task Status Insurance Form Submitted? Comments |
After active directory task is completed (along with application access tasks) |
| Adhoc Task | Requester can create one or more adhoc tasks directly from the onboarding request form and assign to required people. Idea is that if any adhoc work is required then that can be handled via these tasks | Assigned staff will be specified by the person creating the onboarding request | Title Description Assigned To Employee Due Date Task Status Comments |
After active directory task is completed (along with application access tasks) |
