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Dates
Each event defines one or more dates that are relevant to that event, for example an Onboarding
event might include an Offer Accepted Date and a Start Date. Use the
icon to select the
requested dates. Dates requested will vary based on the event type. Required dates are in red and
are based on typical milestones in an event. For example, an Onboarding event might have an Offer
Accepted Date, a Start Date and a Probation Ends Date.
Dates are used to generate task activation, warning and due dates.
People
Select the people associated with the task.
Notes
Enter any notes about the task or event. Notes are optional.
6. Click one of the following buttons to complete the task:
Back — To go to the previous page to see or change your previous entries.
Cancel — To discontinue the user creation or changes.
Continue-Customize Tasks — To generate tasks for this employee. Tasks are generated based on
the event and category assignments. Customizing tasks includes deleting matching tasks and adding
manual selection and other tasks which would not be automatically generated based on the category
value matching.
Finish/Save — To create an employee with the current information. If the Finish/Save option is
selected with all matching lifecycle events, corresponding tasks are created for the employee at this
time.
Add or Edit an Existing Event
Follow these steps to add or edit a lifecycle event for an existing employee. Lifecycle events can be also
added to existing employees by choosing Launch an Event.
1. From the Menu on the left panel under Employees & Teams, select Find Employee or use the Quick
Search option.
2. Submit a search.
3. Click Options to the right of the employee entry.
4. Select the Edit Profile link.
5. Click the Events tab. Each event is listed along with its status.
Event Status
Meaning
RedCarpet End User Guide, Version 2.8.0
SilkRoad // Proprietary & Confidential
Page 33