Understanding the Task Manager & Fulfillment Tasks

Understanding the Task Manager & Fulfillment Tasks

Learn about the Task Manager, when and how Fulfillment Tasks generate, when they don’t, and more!

ABOUT

Welcome to Understanding the Task Manager & Fulfillment Tasks!

Learn about the Task Manager, when and how Fulfillment Tasks generate, when they don’t, and more!

Who should take this course?

This course is recommended for all Certified Broker Partners who have the following permissions:

  • Admin
  • Limited
  • Renewals
  • Fulfillment 
  • Fulfillment + Employee Editing

Topics we'll cover include:

  • What is the Task Manager, where it can be found in Zenefits, and who can see it.
  • What is a Fulfillment Task and the types of benefit events that occur in Zenefits that will generate a Fulfillment Task.
  • When you can expect the different types of Fulfillment Tasks to generate and what to do if you can’t find a task.
  • The types of benefit events that occur in Zenefits, but don’t generate a Fulfillment Task.

CURRICULUM2 min/lesson

  • Let's Get Started!
  • What is the Task Manager 1 min
  • What is a Fulfillment Task 2 min
  • When do Fulfillment Tasks generate 2 min
  • When don't Fulfillment Tasks generate 1 min
  • Terms & Definitions
  • Next Steps
  • Satisfaction Survey

ABOUT

Welcome to Understanding the Task Manager & Fulfillment Tasks!

Learn about the Task Manager, when and how Fulfillment Tasks generate, when they don’t, and more!

Who should take this course?

This course is recommended for all Certified Broker Partners who have the following permissions:

  • Admin
  • Limited
  • Renewals
  • Fulfillment 
  • Fulfillment + Employee Editing

Topics we'll cover include:

  • What is the Task Manager, where it can be found in Zenefits, and who can see it.
  • What is a Fulfillment Task and the types of benefit events that occur in Zenefits that will generate a Fulfillment Task.
  • When you can expect the different types of Fulfillment Tasks to generate and what to do if you can’t find a task.
  • The types of benefit events that occur in Zenefits, but don’t generate a Fulfillment Task.

CURRICULUM2 min/lesson

  • Let's Get Started!
  • What is the Task Manager 1 min
  • What is a Fulfillment Task 2 min
  • When do Fulfillment Tasks generate 2 min
  • When don't Fulfillment Tasks generate 1 min
  • Terms & Definitions
  • Next Steps
  • Satisfaction Survey