Inviting/Reminding Employees for Employee Tasks

Employee Tasks are call-to-actions required by employees for organizations to fulfill their controls. These include:

1. Policy acknowledgement

2. Employee Training

3. Adding their Computer and installing MDM

How to make published policies appear as employee tasks

After publishing a policy, you may notice that it doesn't automatically appear in the Employee Tasks screen. This is expected behavior - publishing a policy alone doesn't make it visible to employees.

To make your published policy show up as an employee task, you need to invite your employees to start training and policy acceptance:

1. Navigate to the People section

2. Invite your employees to start training and policy acceptance

Once you've completed this step, the published policy will appear in the Employee Tasks screen for the invited employees.

Remember that simply having a policy with Published status under Compliance > Policies is not sufficient - the additional invitation step through the People section is required to activate the employee tasks.

Sending an individual reminder

If you notice that a team member hasn't completed an employee task, you can send them a reminder:

To remind a team member to complete an employee task:

1. Navigate to the people page

2. Locate the team member in the list

3. Right-click on their entry and select Send Reminder

The team member will receive an email with instructions to complete their tasks.