Data Collection Task Workflow
Sense can ask selected employees to complete or review one or more HR screens by a set deadline. Each selected screen becomes a task and the employee receives an email telling them what needs updating.
How it works
Periodic record checks, such as bank-detail verification or new compliance data collection, can be run as a controlled campaign.
1
Select employees
Select one or more employees.
2
Choose screens
Choose the screens they need to complete or review.
3
Create tasks and notify
Sense creates the tasks and sends notifications.
4
Employees update information
Employees update the requested information from their tasks.
See this workflow running
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FAQ
What starts this workflow?+
The documented process starts with: Select one or more employees.
What happens at the end of the workflow?+
The final documented step is: Employees update the requested information from their tasks.
Who is involved?+
The documented participants are Employees, Administrators.
What can we configure?+
The documented configuration includes Action label; Screens; Screen variants; Due timeframe.
Which Sense plan includes it?+
This draft currently marks the workflow as Elite and above. See the price section and any product-review note before publication.