Hi @Victoria Peters !
Would it help if you actually built your work order to have a start date that is in sync with the date you know you officially are onboarding the new employee? Then put your HR team tasks first and use automation to assign to them with task dues ahead of the new hire start date. Then when they finish their task, the work would be assigned to your new hire, and then make any tasks for the new hire to be due X number of days after they start?
This would keep everything in one work order, and also give your new hire a work item assigned to them right out of the gate.
Does this make sense or help at all? Let me know if this didn’t quite capture the flow you were looking for!
Hi @Victoria Peters !
Would it help if you actually built your work order to have a start date that is in sync with the date you know you officially are onboarding the new employee? Then put your HR team tasks first and use automation to assign to them with task dues ahead of the new hire start date. Then when they finish their task, the work would be assigned to your new hire, and then make any tasks for the new hire to be due X number of days after they start?
This would keep everything in one work order, and also give your new hire a work item assigned to them right out of the gate.
Does this make sense or help at all? Let me know if this didn’t quite capture the flow you were looking for!
Interesting….
The trigger for automators is always days after - I wonder if the trigger was when the work had a Planned status we could trigger those tasks. I will have to play with that.
The work order would show up as Planned in My Week showing the tasks that are due.
Thank you @kylenecarse, time to run some tests
Hi @Victoria Peters !
Would it help if you actually built your work order to have a start date that is in sync with the date you know you officially are onboarding the new employee? Then put your HR team tasks first and use automation to assign to them with task dues ahead of the new hire start date. Then when they finish their task, the work would be assigned to your new hire, and then make any tasks for the new hire to be due X number of days after they start?
This would keep everything in one work order, and also give your new hire a work item assigned to them right out of the gate.
Does this make sense or help at all? Let me know if this didn’t quite capture the flow you were looking for!
Interesting….
The trigger for automators is always days after - I wonder if the trigger was when the work had a Planned status we could trigger those tasks. I will have to play with that.
The work order would show up as Planned in My Week showing the tasks that are due.
Thank you @kylenecarse, time to run some tests
Yes, setting an automator for when the work reaches the status of Planned will cause the work to show up in To Plan in My Week. This triggers the automator as soon as the work is created which may be problematic when choosing how many days after the automator is triggered that we want to set the template at.
It is a work around that works. Still curious to see if anyone is effectively setting up tasks to start before the work starts.
We have resolved our current issue, thanks again @kylenecarse
