If you are in a role which approves transactions, for example, HR Partner or Finance Executive, it is helpful to know how to request a task reassignment.
If you receive a task in your PeopleSync InBox which should be assigned to another member of your team, you can request that the task is reassigned.
Here is an example. Louise Doe is a Finance Executive for sup org WS0000; she receives a Review Hire task for new employee, Jimmy Doe, however, this hire transaction should be reviewed by Brandy Doe. Louise requests that the task to reassigned to Brandy.
Steps
- Submit a ticket to PeopleLink. Provide the details on the specific task and the name of the recipient. Example: “Reassign the New Hire review task for Jimmy Doe to Brandy Doe.”
- The new recipient of the task must have the same role or one with similar review/approval functions in order to receive the task. In the example above, Brandy Doe is a Finance Partner, therefore she can receive the task. However, if her role was I-9 Partner, we would not be able to assign the task to her. You can review the roles here.
- Before making the request, review the Worker History to see who else in your organization has received the task.
- Navigate to the employee’s record. Select Job > Worker History.
- Select the transaction in the Business Process column.
- Next select the Process tab.
- Scroll down to view the approval process. You will be able to see all the recipients of the task.
- Lastly, consider contacting your Security Partner if you need to make more permanent changes to who receives tasks so that you do not need repeat this request.