The Sentrient automated to-do list combines all the actions you have requested of staff by manual assignment or tasks as scheduled for automatic assignment in workflows. Examples of tasks from onboarding that would be visible from the to-do list would be information requests, forms to complete, course and policy enrolments, and requests to submit records.
Automated to-do list that meets
your team’s needs
The Sentrient automated to-do list brings together all the tasks that your staff needs to complete. The online to-do list can be accessed from their main dashboard, and staff can then click through to the specific activity that requires action. The to-do list is automatically configured to display actions required by staff, managers, and administrators, depending on the profile and role permissions of that individual. This makes it easy for staff, managers, and system administrators to know what to do and when. The Sentrient online to-do list is particularly useful for new starters during onboarding when tasks peak. This makes it one of the most useful features of the Sentrient onboarding module.
Most popular to-do lists
Automated to-do list that brings together all the actions required at any given point in time and that is most useful for processes involving multiple actions:
- Compliance rollout
- Induction program
- Learning and development pathways
- Onboarding and offboarding
- Performance reviews and goals
- Promotions
Staff to-do list
The Sentrient automated to-do list for staff brings together all the tasks that a staff needs to complete. This means that staff can access their to-do list and then click through to each task and complete it. It is the simplest and easiest way for staff to complete the actions that have been requested from them, particularly during peak periods of tasks such as onboarding.
- Single source of all actions required to be completed by staff
- Makes it clear what needs to be done and by when
- Automatically updates when tasks are completed or cancelled
Manager to-do list
The Sentrient automated to-do list for managers has an area for managers to view the tasks that are required to be completed by the staff that report to them. A manager will also have their own to-do list for actions they need to take. A manager will see tasks on their to-do list associated with their team, such as approving leave, completing performance reviews, and other day-to-day operational HR tasks.
- Single source of all actions required to be completed by managers
- Visibility of all tasks that are outstanding from the team
- Automatically updates as tasks are completed by staff or managers
Administrator to-do list
The Sentrient automated to-do list for administrators has an area for administrators to view the tasks that are required to be completed by them as part of their role permission. This means that a system administrator, or other role-based permission, can easily access all requests for actions associated with operational HR requests. Examples would be authorising personal information, forms that have been submitted for approval, and records submitted for validation.
- Single source of all actions required to be completed by administrators
- Enable HR Teams to access one area to stay on top of all operational HR tasks
- Automatically updates as tasks are completed by one or more administrators
Administrator to-do list
The Sentrient automated to-do list for administrators has an area for administrators to view the tasks that are required to be completed by them as part of their role permission. This means that a system administrator, or other role-based permission, can easily access all requests for actions associated with operational HR requests. Examples would be authorising personal information, forms that have been submitted for approval, and records submitted for validation.
- Single source of all actions required to be completed by administrators
- Enable HR Teams to access one area to stay on top of all operational HR tasks
- Automatically updates as tasks are completed by one or more administrators
Get up and running with the automated to-do list
Say goodbye to handwritten to-do lists with missing details and say g’day to providing your team with all the information they need at the click of a button. With the Sentrient automated to-do list, you can be sure that staff, managers, and administrators have a clear understanding of what needs to be done and by when. Deployed instantly, with no configuration required, you can get started today.
Get Started TodayFrequently Asked Questions
How do to-do lists differ for staff, managers, and administrators?
The Sentrient automated to-do list has three areas: one for staff, one for a manager, and one for an administrator. A staff to-do list shows the tasks the individual staff needs to complete. A manager's to-do list shows the tasks that staff who report to that manager must complete, and the manager also has their own staff to-do list for the actions they need to complete. The manager's staff to-do list will have actions associated with their staff, such as approving a leave request. An administrator’s to-do list provides any actions that an administrator will need to perform in support of staff, such as validating personal information, submitted forms, or records submitted by staff.
How do I follow up with people who have not completed tasks?
The Sentrient automated to-do list is the source of truth for staff as to what needs to be done and by when. The Sentrient HR Software Solution comes with automated emails that are sent when requests are made from staff to complete tasks and comes with reminder emails to prompt completion. In addition to the automated email reminders, managers and administrators can send a message to staff from the system to further prompt completion. A history of all emails and messages that are sent to staff is maintained for compliance reasons.
What happens to actions that have been completed or cancelled?
The Sentrient automated to-do list displays only those live tasks at that time. Completed tasks disappear from the to-do list once they have been actioned, and the completion history is maintained on the staff profile and reports. Cancelled or deleted tasks will also disappear from the to-do list. This makes the to-do list the source of truth for all outstanding tasks for a staff.
How much time does it take to implement the online form builder?
The Sentrient automated to-do list is switched on by default and is deployed instantly, without any configuration or adjustment required. Many organisations provide a link to the to-do list as part of onboarding workflows, with a message that refers staff to their to-do list an easy way to access all actions that are required. This makes it easy for your team to work their way through all the tasks required for them to complete and has a significant impact on the overall completion rates for your organisation.
Are to-do lists accessible on all devices, including smartphones?
The Sentrient automated to-do list is available for staff on desktops, laptops, tablets, and iPhone/Android devices. The automated to-do list software is maintained for the latest two versions of popular browsers such as Google Chrome, Mozilla Firefox, Microsoft Edge, and Safari. The automated to-do list is also accessible via the Sentrient App for iPhone and Android devices.