Start free trial Watch 4 min video Book a demo
Employee records

Data Collection Task Workflow

HR AdminTasks

Installing this workflow tells Sense to create tasks asking employees to complete or review specific screens on their profile, whether that's confirming bank details or filling in a new custom screen. You trigger it for one person or a whole group whenever you need updated information.

Install workflow Book a demo

How it works

Choose your screens and overdue window then let Sense chase updates for you

  1. To use the Data Collection Task Workflow, simply install it from the Workflow Hub and set the action button label, choose which screen or screens to include, pick the screen variant that controls which fields are required, and set how long employees have before the task counts as overdue.

  2. Then, whenever you trigger the workflow for one or more employees from the employee list or an individual profile, Sense will automatically create a task for each selected screen.

  3. If more than one screen is chosen, then a separate task is created for each one, and the employee gets an email letting them know they have a new task to complete.

See pricing

More employee records workflows

See all employee records workflows
My Profile (Mobile App)Let employees view and update their own personal, bank, contact, and emergency contact details from their phone, based on what their permissions allow. Mobile appProfile People Active Directory (Mobile App)Give employees a searchable company directory with names, roles, and contact details for everyone in the business, right from their phone at work. Mobile appDirectoryPeople People Profile (Mobile App)Let admins and managers view and manage the profiles of people they have access to from their phone, with the same permissions and security as the web version. Mobile appPeople managementProfile

Common questions

What kicks this workflow off?

An admin manually triggering it for one or more employees, either from the employee list or an individual profile.

What happens once it fires?

Sense creates a task for each screen you've selected, prompting the employee to complete or review it.

Who gets notified?

Each employee gets an email letting them know they have a new task to complete.

Can we run this for more than one screen at a time?

Yes. You can select multiple screens, and Sense creates a separate task for each one.

Can we set a deadline for completing the task?

Yes. You configure an overdue timeframe as part of setup, along with the action button label and which screen variant applies.