Adding action points for a company

Action points company

You can add action points at company level and choose to send them to contacts. Under HR Signal settings you can specify which contacts will receive action points.

Please note: company action points are not sent to employees.
When you complete an action point, it will be hidden after 3 months. For instance, if the action point is completed on 16-08-2017, it will be hidden as of 16-11-2017.

Adding Action point

Select a company and click the Action points icon.

You can also add an action point by going to the Action point company dashlet.

Click on Add Action Point

Type

Select the type of action point. If the type is not in the list, click the plus sign to add a new type.

Adding value

1. Enter the name.

2. Click Add.

3. Click the cross at the top left.

Adding Action point

You can now select the newly created type from the list. Add an Action Date and a Description and click Save.

The action point has now been added.

Action Points

At company level you can see the company and employee action points.

 

  • A red action point means the date for the action point has expired.
  • A grey action point means the action point is concluded.
  • A white action point means the action point is yet to be carried out.

 

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