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Why are some tasks from a task list missing for employee?

  • August 4, 2023
  • 3 replies
  • 203 views
P
Bobber

Check if the missing task has conditions that the employee doesn't meet. Cross the condition with employee profile data on the planned triggering date. 

Note: If an employee doesn't meet the whole task list condition after the task list is triggered, future tasks will be cancelled by HiBob. 

Examples:

  • If an onboarding task list applies to only “Hired” employees and contains tasks to be triggered on or after start date, those tasks will be cancelled once the employee turns to “Employed” status.
  • Tasks with triggers of ‘Before anchor event’ will not be triggered if the anchor date (start date, termination date, etc) is typed in to HiBob late (i.e. Termination date is on July 13th, but was added to the employee profile on July 14th - in this case, tasks with trigger of ‘Before termination date' will not be triggered. Bob considers those tasks as irrelevant since the anchor date is passed).

3 replies

K

Thank you for the info ​@Pedro Catarino . How does it work with individual tasks within a task list which were incorporated AFTER the employee was already included in the specific task list.

eg:

My “Onboarding” task list starts with the start date of the employee with several tasks before the anchor date, on the anchor date and after the anchor date. We had 4 new employees on 5.5.25. I created, a couple days after 5.5.25, a new task to be sent after the probationary period (=one month) within this “Onboarding” task list. This task obviously isn’t scheduled for these 4 employees (but it is scheduled for a hired employee already, so it basically works). So far so (not sooo) good, but ok. My issue is now, that I cant trigger this single task, because, of course, I do not want to trigger the whole task list anymore.

Is there a possiblity to trigger just this single task?

Many thanks

Katrin

    Netta Brodsky
    Bobber

    Hi ​@Katrin Musil  - great question! 🙏🏻

    It’s not possible to trigger just a single task from an existing task list. Bob treats the task list as a whole and doesn’t check which tasks were already triggered.

    The best workaround is to create a separate task list for that specific task.

    Hope this helps! 😊

    A

    Hi there,

    I have a additional question and a use case. Please help to figure it out:

    I have a task, that triggers 20 days before Start day with a Condition: "Full name" field exists aka is not empty. Will the task be triggered, if 20 days before start day the field is empty, but it is filled 15 days before Start date?

    So, if I try to rephrase it: if the employee doesn’t met the criteria for the task on the trigger date, it is not triggered. If the employee starts to meet the criteria after the trigger date, will the task be triggered?

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