Employee To-Do List

As your job requirements come due, you will see a task appear for you to complete for that job requirement. A job requirement is a training class, a document you need to sign, a document you need to submit or other item you need to complete. You can view and complete the tasks (and thus fulfilling the job requirement) from your Employee To-Do List or from the Tasks dashboard. You can also complete job requirements from your list of job requirements.

When completing a requirement-related task you may be prompted to enter credit hours or notes. If you are completing the requirement yourself (the assignee of the task will be set to beneficiary) then this field appears or is required based on the "self" setting in the requirement for all evidence types except events. If someone else is completing the requirement on your behalf this field appears or is required based on the "non-self" setting in the requirement for all evidence types except events. Credit hours for events are set in the Event itself unless Allow External Events is set in the requirement and is turned on in addition to these settings. If so, the External Event check box was enabled, you will see and/or be required to enter credit hours. When an approver manually fulfills a requirement, the credit hours appear and are required based on the non-self setting as well for all evidence types including events.

In order for notes to appear, a Notebook has to be added to Requirement Transactions first. If you are completing the requirement yourself (the assignee of the task will be set to beneficiary) then the notes field appears or is required based on the "self" setting in the requirement. If someone else is completing the requirement on your behalf then this field appear or is required based on the "non-self" setting in the requirement. When an approver manually fulfills a requirement the notes field appears and is required based on the non-self setting as well.

If you, a watcher or approver selects More Info under the History link of a Job Requirement, they can view the Notes entered when fulfilling the requirement and add additional notes to it.

To view and complete your tasks from the employee to-do list:

Select Employee Care from the main menu and then select To-Do List from the My Information card.
The list of requirements that are ready to be completed will appear.
Select Mark as Done to complete an item that doesn't require additional information to complete the requirement.
A confirmation window will open.
Enter the Fulfilled Date as well as number of Credit Hours and/or any Notes as prompted and then select Submit.
Select Sign Document to review a document and sign it.
Scroll to the bottom of the document to review it. You can use the controls in the upper right corner to zoom in, zoom out or download the document to your device.
Sign it using your mouse, stylus or finger (depending on your device), enter any credit hours and/or notes as required and click I Accept
Select Submit Document to upload a document or photo that is associated with one of your job requirements to fulfill it.
Drag the file into the window or click the + to browse for it, enter the fulfilled date, expiration date, credit hours and/or any notes as required and click Submit.
Select Schedule It to view a list of upcoming events that will fulfill the associated job requirement.
Select Register next to the one you want to attend.
A confirmation window opens. Enter any notes as needed and select Confirm.
Select Open Quiz to take a quiz.
Click on the links to the learning materials to review the course materials.
When you are ready, answer the questions. If you are interrupted or need more time you can click Save and come back and finish the quiz later. Otherwise, select Grade to auto-score the quiz in real time.
If you pass the quiz (based on the passing percentage set in the quiz setup), yourequirement will be marked fulfilled and the you will be in compliance for Time Tracking. If you fail the quiz, the requirement will remain unfilled and you will remain out of compliance for Time Tracking until you pass the quiz. You can click Retake? at the top of the card at any time to try again.