Custom Tasks

If the default ESS tasks on Jisr HR are unsatisfactory, admins can add custom tasks based on business needs or other requirements.

This can be done by:

Going to Settings > Requests & Approvals > Tasks > Create

The system will display the side menu related to the custom task.

Enter the name of the task in Ar/En & the description ( If any ), then click on the Create button.

Click on the option of Assign a new employee to assign this task to a specific employee.

As an admin, you can edit or delete any created custom task by clicking on 3 vertical dots and selecting the needed action.

 

In case you wish to assign this custom task to a specific employee manually, follow these steps:

1- Navigate to the home page and click on the Requests icon.

2- Move to the Tasks option.

3- Click on the button New Task.

4- Select the employee beneficiary.

5- Select the task type from the available list.

6- Click on the Next button.

7- Add the details ( If any ), then click on Submit.

Finally, the admin or end-user can filter and track custom tasks based on type.

 

• Notes:

- Admin can create custom tasks and assign them manually to a specific employee or trigger them through the new Jisr Automation function.

- This feature is only available for clients on professional plans.