Updated in August-2023
In organizations, HR admins handle important date-based tasks for an employee's journey, like joining, resignation, retirement, confirmation, and passport/visa expiry. Besides admins, multiple stakeholders, including managers and employees, need to act and approve tasks within set timeframes.
The Review page in the greytHR ESS portal allows you as an employee to review and complete the tasks assigned to you by your admin. You can only view the tasks if you are an assigned reviewer.
To view the Review page, click Tasks > Review.
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You can perform the following actions on the Review page:
Complete date-based event workflow tasks.
View closed date-based event workflows.
To complete date-based event workflow tasks, perform the following actions:
On the Review page, under the Custom Workflows section, click Events. A list of events that requires your action appears.
From the Select Date Range dropdown calendar, select the required date range for which you want to view the pending events. For example - Let us select the Visa Expiry event card.
On the card, click the View Details button. The Review / Review Events page appears with detailed information about the event such as Event Type, Event Occurrence Date, and more. The page also displays a list of tasks to be completed.
In the Tasks to Complete section, click the View Details option available on the required task row. The Task pop-up appears with the Details section.
Click Add Attachment(s) to upload the required files to mark the task as completed.
In the Details section, from the Renewal Submission Date dropdown calendar, select the required submission date before the visa expires.
In the Fine (If Applicable) textbox, enter if any fine will be charged.
Mark the status as Approved/Pending/Rejected option.
From the Renewal Completion Date dropdown calendar, select the required date.
Select the Mark as completed checkbox to mark the task as completed.
If you do not want to mark the task as completed, you need not select the checkbox.
Click Save Changes.
In the Remarks description box, enter the remarks, if any.
In the Event Timeline section, in the Write your comment here textbox, enter the comments for the next level reviewer, if any.
Click Accept and Forward/Reject as per your requirements.
Sometimes you might need to revisit the approved/forwarded/rejected event workflows. You can view them under the Closed tab.
To view the closed date-based event workflows, perform the following actions:
On the Review page, under the Custom Workflows section, click Events.
Click the Closed tab.
From the Select date range dropdown calendar, select a date range between which you want to view the workflows. A list of workflows appears.
Click View Details of the required workflows card. You can view the Event Type, Event Occurrence Date, and Event Timeline details.
In the Tasks to Complete section, click the View Details option available on the required task row. The Task pop-up appears with the Details section where you can view the details of the completed tasks.
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