Forms can be completed in two ways:
- Via the My Outstanding Tasks tile on your Dashboard,
- Remotely through the email sent to you, on any connected device.
The same process is followed to complete tasks for yourself and for your direct reports.
From the Dashboard:
1. Click the My Outstanding Tasks tile on your Dashboard. This will navigate you to a list of all tasks requiring completion.
- If you have direct reports it will also outline any forms that you need to complete for your direct reports under the heading “Tasks To Complete For My Team”.
- Overdue tasks will be signified by a red due date.
2. To complete the form, click on that line and continue to fill out the form, following the instructions in the fields.
- Click Submit to complete the task, or
- If you’re not ready to submit your response yet, click Save For Later.
Any responses that you have entered will auto-save after five seconds. Please note that the Save For Later button will be greyed out once your answers have been auto-saved.
From a notification email:
1. Click the link in the email and be taken directly to the form to complete.