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Adding and Assigning an Action

How to create a new action and assign it to an employee on oneHR.

Updated over a week ago

To create a new task for an employee on oneHR, start by navigating to Actions on the oneHR main menu.

Here you will see any actions assigned to yourself, to others, actions that have been cancelled and actions that have been marked as complete. You also have the ability to toggle between HR, H&S, and General Actions.

In the top right-hand corner, click Add Action. You will then be presented with the fields for creating and assigning a new action.

Give the new action a title, a priority level, an action type, a description, and a deadline. You can then assign it to one or multiple users.

Assigned users will receive an email with the details of the action upon creation.

You also have the ability to have a copy of the action emailed to yourself.

Once this has been set, click Create Action and the employees who have been assigned the action will receive the email mentioned above.

If an action is not yet marked as complete, and the deadline date is reached, the assigned employee(s) and their line manager will receive daily reminders and prompts for them to log on and mark it as complete.

To see how to mark an action as complete, click the link below:

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