What this solution does
The module automatically generates tasks based on a predefined template when new employees are registered. The standard onboarding set may include reading company rules and history, reviewing the staffing schedule, and completing training on the corporate portal.
The script monitors the event of a new user creation and generates the required tasks for them. Template configuration is performed in the module settings. Parameters can be set individually for each template. When a new employee is added, all tasks with enabled templates in the configuration are created.
The settings also specify a list of system user group IDs for which automatic task creation applies. If the group list is empty, tasks are generated for all users.
This module enables the creation of tasks for new employees based on predefined templates. If a template includes checklist items, a setting appears to enable automatic task closure upon completion of all checklist items. When this option is active, the task closes automatically once the employee completes every item in the list.
The created task is generated on behalf of the user specified as the task creator in the template. The responsible person assigned in the template is replaced by the new employee for whom the task is created.
Technical requirements: the module requires PHP version 7.0.0 or higher.
Integration with the Chat-bot for Sending Notifications to Users module (for on-premise Bitrix24) allows configuring automatic message delivery to a new employee's corporate chat while they progress through the template-based auto-task items.
The module enables automatic message delivery to employees when they reach a specific number of checklist items within a template-based auto-task. This functionality requires the prior installation of the 'Chat-bot for sending notifications to users' module. Once installed, the 'Auto-task by template' settings will display fields for entering notification texts linked to the count of completed checklist items. For instance, field #1 is intended for a message sent after one item is completed, while field #7 is for a message sent after seven items. Users must check the boxes for the desired completion counts and enter the corresponding message text below each item number.
General iT can install and configure this module and check how it works on your website.