I would like to suggest an enhancement to the New Starter Tasks functionality within EveryHR.
Currently, tasks can be assigned automatically to existing users based on settings configured within the system. It would be extremely helpful if this could be extended so that tasks can also be automatically assigned directly to the new employee when their record or job information is first created.
This would allow Trusts and schools to ensure that all new starters receive essential onboarding tasks without manual intervention. Examples could include:
Completing Next of Kin information
Confirming bank details
Uploading required documents
Reading and confirming key policies
Key features that would add significant value include:
The ability to select “Employee” as the assignee in task templates
Automatic task assignment triggered by the creation of a new person or a new job record
Full visibility for managers and HR teams to track completion
Consistent, standardised onboarding across all schools or departments
This automation would reduce manual admin, support compliance, and ensure every new starter completes essential steps from day one.
Thank you for considering this improvement.
Dear Jack,
Thank you for sharing your idea with us. At this time, we won’t be developing this feature since an existing workaround provides similar functionality.
As you add a new starter, you can select a user group to assign them to. If you create a user group called 'New Starters' and assign the New Starter Task to this user group, as soon as you assign someone to the user group, the tasks will be sent to them.
We’d love your feedback — does the current workaround address your needs, or is there something we could improve to make it more effective?