Task configuration enhancements

concept brazil Updated Aug 3, 2026 3 min read es-task-configuration.md
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Task configurations control how tasks appear and behave in Employee Center and EmployeeWorks Web App, including widget mappings.

Task configurations define how to-do items display and function across employee experiences. You can configure task-specific widgets for different task types without breaking existing widget mappings.

HR task types in Employee Slate

The task types are re-platformed for improved AI integration on the Employee Slate platform.

Plugin requirements: To use these task types, you must have:

  • EmployeeWorks Web App licensing (obtained either by EmployeeWorks Web App for Now Assist or EmployeeWorks Web App for Moveworks)
  • Case and Knowledge Management for EmployeeWorks plugin

Supported task types:

  • Approval: An approval task where HR agents or managers review and approve or reject a request with comments. The approval decision is written back to the workflow and advances the case.
  • Checklist: A multi-item task where employees track and mark off individual items. The task only closes when all required items are checked, and the case advances upon closure.
  • E-signature: The E-signature enables secure document signing within HR task workflows. When employees encounter an E-signature task, they can capture their digital signature on screen. The signed PDF is archived to the employee record with a full audit trail.
  • Schedule a meeting: A task that allows employees to schedule meetings with HR agents or managers. The task integrates with calendar systems to coordinate availability and send meeting invitations.
  • Mark When Complete: A simple one-click task for employees to acknowledge completion. The task closes when the employee selects the Mark as Complete button, and the HR case advances to the next step.
  • Upload documents: A task that enables employees to attach required documents to their HR case. Uploaded files are stored with the case record and can be reviewed by HR agents.
  • URL: A task that directs employees to an external web page or resource. The task can open the URL in a new tab or embedded frame, and employees mark the task complete after reviewing the content.
  • View video: A task that presents video content to employees within the workflow. The task tracks video completion and advances the case when the employee finishes viewing the required content.

Configure task scope and actions

You can customize task configurations in two ways:

  • Scope configurations by experience: Use the Applies to field to control which experience uses a task configuration. You can scope configurations to Employee Center, EmployeeWorks Web App, or both. When set to All, you configure both Angular and AIX widgets for each platform. When scoped to a single platform, only the relevant widget fields appear.

    Note: The default task configurations are supported for only EmployeeWorks or EmployeeSlate.

  • Build custom action widgets: Use the Action tab to configure custom LIT-based action widgets for task types. Custom action widget provides an alternative to the default action group. The AIX action widget field accepts LIT-based widgets that embed custom Angular widgets for task-specific actions.

For more information, see Configure task scope and action widget.

E-signature configuration

The E-signature enables secure document signing within HR task workflows. When employees encounter an E-signature task, they can capture their digital signature on screen, and the signed PDF is archived to the employee record with a full audit trail.

Plugin requirements:

  • E-signature plugin installed and active
  • Case and Knowledge Management for EmployeeWorks plugin
  • EmployeeWorks Web App licensing (obtained either by EmployeeWorks Web App for Now Assist or EmployeeWorks Web App for Moveworks)

Related topics

Enable task configuration for approvals

Keywords task configurationEmployee CenterEmployee SlateApplies toaction groupAIX widgetAI insights skillcustom script
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