Introduction
Getting Started
Workflows
Tasks
Adding TasksTask TypesE-sign document taskForm taskEmployee profile taskTFN Declaration taskSuper Choice taskBank Account taskSkipping Tasks
Positions
Users
Certifications
Businesses
Logging In
Xero Integration
Subscriptions
Frequently Asked Questions

Task Types 📝

This is a guide to the different tasks types in a Workflow and some of their potential applications.


E-sign document task

The E-sign document task is used to collect an electronic signature from an employee.

We can upload a document that an employee will have to read, accept and sign with a digital signature.

We can ask the employee to sign documents such as:

  • Policies
  • Procedures
  • Employment contracts
  • Any document in a pdf format
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If required we can configure the E-sign document task so that the document is uploaded after the Workflow is assigned. For example upload an employment contract after you assign an employee onboarding workflow.

To do this this we select the Unique document option.

This is best used for cases where we need to get a document accepted that is specific for an individual employee. For example an employment contract.

The handy thing here is that when the document needs uploading the administrators will see it as an action item on their dashboard.

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Form task

The Form task is used in cases where we want to build a custom form to collect data from a member (employee, manager, owner, bookkeeper) of the organisation. This is particularly powerful in collecting information that is specific to the organisation needs.

When we use the form task we can add multiple sections to the form as needed. The form sections are comprised of:

Questions:

  • Short questions - giving members a short field to fill in.
  • Long questions - giving members a long field to fill in.
  • Multiple choice questions - asking the member to select from predefined options.

Information:

  • Text block - a text editor where you can write information you would like to give to the member.
  • Youtube video - add a link to a Youtube video for the member to view from their device.

Uploads:

  • Document upload - asking the member to upload a specific document or image.
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A form task can be assigned to any member in the organisation. This allows you to create Workflows that involve multiple team members.

Examples include:

  • Adding a form task for a Supervisor to give a new employee a site induction.
  • Requesting employee payroll specifics from a business owner when a new employee starts.
  • Adding a to-do item for an administrator when a new employee starts.
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Employee profile task

This task is to collect the users details to build an employee profile in Xero.

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TFN Declaration task

This task is to supply the employee with a digitized version of the Tax File Number Declaration from the Australian Taxation Office. This task verifies the TFN of the employee to ensure it is correct before submission.

If the employee is synchronised to Xero this information will be updated on the employee's profile.

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Super Choice task

This task is to supply the employee with a digitized version of the Standard Super Choice form from the Australian Taxation Office. This task verifies the TFN of the employee to ensure it is correct before submission.

If the employee is synchronised to Xero this information will be updated on the employee's profile.

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Bank Account task

This task is to collect banking information from an employee to make payment for wages. If the employee is synchronised to Xero this information will be updated on the employee's profile.

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