Create monthly new-joiner task in support ticket queue
Create monthly new-joiner task in support ticket queue
Your new-joiner life-event tasks are created manually or missed each month, leaving coordinators scrambling. The scheduled ticket provides instructions so checks complete before the payroll run.
Overview
Monthly life-event prep often arrives late and forces coordinators into last-minute work; this creates inconsistent onboarding. Create a scheduled ticket that includes clear instructions and a due date so coordinators can complete checks ahead of the payroll run.