Configure Task Hub Settings in Talent Platform

Task A specific action that needs to be completed by a Candidate (e.g., completing a Form, Package, Credential, Skills Checklist) Hub provides centralized management of candidate tasks across the application, onboarding, and employee portal experiences. Enabling Task Hub reveals additional system settings that allow you to customize how candidates interact with tasks, applications, and profile requirements throughout their journey.

Common Reasons You Might Configure Task Hub

• Streamline the candidate application process by removing unnecessary steps

• Control the order and completion requirements for onboarding tasks

• Enable credential collection and skills checklist functionality

• Customize the employee portal experience with self-service options

• Integrate with third-party providers like WOTC for tax credit surveys

• Restrict or enable specific candidate interactions based on your workflow needs

Enable Task Hub

1. Navigate to Configuration > Settings > System Settings > Talent Platform.

2. Turn on Enable Talent Platform [Task Hub]

   • When this is turned on a section will appear below.

3. Expand the Task Hub section.

4. Turn on Enable Task Hub.

5. Configure the specific settings that appear based on your workflow requirements.

Once enabled, Task Hub organizes available settings into five categories: Online Application, Onboarding, Employee Portal, Talent Platform, and Notifications.

Configure Online Application Settings

These settings control what information is collected during the candidate application process.

Allow Optional Application Steps

• Allow Skipping of Skills Checklists: Allows applicants to skip the Skills Checklists step when completing an online application

• Create Onboarding Request for skipped Skills Checklists: Automatically create an Onboarding Request for required Skills Checklists which were skipped while completing an online application

Enable Third-Party Integrations

• Enable Work Opportunity Tax Credit (WOTC): If integrated with WOTC provider, enables Tax Credit survey on application

• Enable Tax Exemptions: Enable the Tax Exemptions online application step and profile page

Configure Onboarding Settings

These settings manage how candidates complete tasks after being selected for placement.

Set Profile Requirements

• Require Profile The Applicant’s self-service ability to add or update information about themselves (e.g., job preferences, references, education, work history) Completion: Require online profile to be complete by applicants before they can start onboarding

Enable Task Types

• Enable Credentials: Enable Credential A record of qualification and/or clinical practices history. Example for Light Inustrial: Fork Lift Certification Example for Healthcare: Nursing License Requests

• Enable Skills Checklists: Enable skill checklist functionality app-wide. Enables WFM configuration screens

Control Task Flow and Timing

• Display Task List List of tasks that have been assigned to the Candidate and need to be completed In Reverse Chronological Order: Enable tasks in the Task List to be shown in order of oldest to newest tasks. By default (when this is disabled) they are shown in chronological order

• Enforce Task List Completion In Order: When turned on, tasks in the Task List are required to be completed in the order in which they are displayed

Configure Employee Portal Settings

These settings control what tools and information are available to candidates in their portal experience.

Manage Portal Features

• Disable Referral Collection: Turn off referral submission form

• Additional Info Tab in Applicant (or Candidate or Talent) Customer talent - the person applying or hired for the job's Profile: Show the additional info tab in applicant's profile if there are any relevant pre-screening templates

• Enable Self-Service Task Assignment: Governs availability of Candidate Self-Service Task Assignment tools and associated Form Any document that needs to be completed and signed by a Candidate Management tools

Control Document Access

• Restrict Completed Edoc Downloading: Restricts downloading of completed and signed edocs to the session in which they were signed

Configure Talent Platform Settings

These settings affect the overall candidate experience within Talent Platform.

Control Candidate Interactions

• Disable Recruiter Interaction For the Candidate: Hide "Get in Touch" card on the Talent Platform home page

• Enable Placements: Enable Candidates to see their placements within the Talent Platform

Configure Notification Settings

These settings manage what placement information appears in candidate notifications.

Control Alert Display

• Disable Placement The relationship between a hiring organization, Job opportunity, and a Candidate; describes an employee’s potential or current job within an organization Alert Panel: Do not display placement information in the alert panel

Important Information to Remember

• Task Hub must be enabled before any of the specific settings become visible in the interface

• Settings are organized by candidate journey stage (application, onboarding, portal) to help you configure the right experience for each phase

• Changes to task order and completion requirements (like enforcing chronological completion) affect all candidates immediately after saving

• Integration settings like WOTC and Tax Exemptions require proper third-party provider setup to function correctly

• Self-service features require candidates to have appropriate permissions and access levels in your system

Troubleshooting Task Hub Configuration

If Task Hub settings are not visible:

Verify that "Enable Task Hub" is turned on in Configuration > Settings > System Settings > Talent Platform.

If skills checklists are not working:

Check that both "Enable Skills Checklists" is turned on and that you have skills checklists created in your WFM configuration.

If candidates cannot see their placements:

Confirm "Enable Placements" is turned on under Talent Platform settings and that candidates have the appropriate access permissions.

If WOTC surveys are not appearing:

Verify your WOTC provider integration is properly configured and "Enable Work Opportunity Tax Credit (WOTC)" is turned on.

If task completion order is not being enforced:

Check that "Enforce Task List Completion In Order" is enabled under Onboarding settings.

Frequently Asked Questions

Does enabling Task Hub affect existing candidate workflows?

Enabling Task Hub itself does not change existing workflows. Only the specific settings you configure within Task Hub will modify the candidate experience.

Can I disable Task Hub after enabling it?

No. If there are any issues, please contact support for further assistance.

What happens if I allow skipping skills checklists but don't enable automatic onboarding requests?

Skipped skills checklists will not be automatically created as onboarding tasks, meaning they may not be completed unless manually assigned later.

Do task list order changes affect candidates who already have active tasks?

Yes, task list display order changes apply immediately to all candidates, including those with tasks already in progress.

Can candidates download completed documents if I restrict edoc downloading?

When restricted, candidates can only download completed and signed edocs during the same session where they signed them. They cannot return later to download them.