Available for the following EmploymentOS plans: Lite, Plus, Unlimited, Essentials, Engage, Elite, HR + Managed Payroll
Available for the following HR Classic plans: Free, Standard, Premium, Platinum
Available for the following user access levels: Admin
An Onboarding or Offboarding Checklist is like a personal assistant that helps you and your team keep track of all the important tasks that need to be done by employees during their onboarding or offboarding process.
Think of it as a virtual to-do list that helps everyone stay organised and on top of things that can't be done through Employment Hero.
Whether it's ordering a new laptop, or setting up a new employee's work email address, the checklist ensures that everything is taken care of.
By automating reminders and providing complete visibility of completed and outstanding tasks, the checklist helps streamline the process and reduce stress for you and your team. So, sit back, relax, and let the checklist do the heavy lifting!
Note: Employment Hero has introduced a new settings interface with an improved look and feel. The navigation and layout may appear different from previous versions, but all functionality remains the same. If you're using the new settings interface, follow the same steps outlined in this article.
How to Prepare
- Create a comprehensive checklist of all the tasks that need to be completed when someone joins or leaves your organisation.
- For each task, specify which team or individual is responsible for its completion.
Instructions
- From the Employment Hero dashboard, click Settings.
- Select Onboarding & Offboarding Checklists from the submenu.
- Choose whether to create a checklist for onboarding or offboarding.
- Depending on what tab you are on, click + Add Onboarding Checklist or + Add Offboarding Checklist and give it a name.
- Choose whether this checklist should apply to all employees, all contractors or specific teams. (If you select all employees, the checklist will only apply to brand new team members)
- Click Add Task to add individual tasks and outline who should receive notifications about these tasks by toggling the appropriate selections. You can also list individuals within your organisation by typing into the Other Owners field.
- Select if you want this to be a Shared task. This means that any one owner can complete this task on behalf of all others
- Choose a due date that reflects when this particular task should be completed in relation to the employees' start/end date.
- You can include subtasks if necessary.
- Click Save.
- Continue to add tasks until your internal processes have been fully documented.
- Click Save.