Give documents and tasks to an employee
On the employee's page, open the Documents or Tasks tab and click Add new. Pick documents or tasks already in Skileo and save. The employee then finds them in their own space.
- Software
- Skileo Human Resources
- Who can do this
- Business owner, Member
- Updated
Give documents
The documents must already be in Documents. To add a new one, see Add documents.
- Open the employee’s page and click the Documents tab.
- Click Add new. The window Assign document opens.
- Pick one or more documents. Type part of a title to find it.
- Click Save.
Skileo says how many documents were given. The list in the window only offers the documents the employee doesn’t have yet.
The employee can open these documents in Documents in their own space. No e-mail is sent.
Take a document back
Click the cross on the document’s line in the Documents tab, then Remove.
Only the link to the employee is removed. The document stays in Documents, and you can give it again later.
Give tasks
The tasks must already be in Tasks. To create one, see Create a task.
- Open the employee’s page and click the Tasks tab.
- Click Add new. The window Assign tasks opens.
- Pick one or more tasks. The list offers the tasks nobody has yet.
- Click Save.
In the Tasks tab:
- Tick a task to mark it as done.
- Click the bin to delete a task. It goes to the Trash, where you can restore it.
You can also give a task from Tasks. See Assign a task.
Common questions
Why can't I see the Documents or Tasks tab?
You need permission to see documents or tasks. To give them, you need permission to change them. See Who can see and change employees.
Why isn't a document in the list?
The employee already has it, or you may not open it. The list shows only the documents you can see in Documents.
What does the employee see?
The documents and tasks you gave them, in their own space. See Your documents as an employee or a candidate.