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Set up onboarding checklists

Available for the following plans: Lite, Plus, Unlimited HR, Essentials, Engage, Elite, Unlimited HR+Payroll
Available for the following HR classic plans: Premium, Platinum
Available for the following user access level: Admin

The Onboarding Checklist feature aids hiring managers in managing the steps required to integrate new staff into the company. Administrators can create, edit, clone, and delete tasks within these checklists to streamline the onboarding process. Before starting the onboarding process, make sure the employee's location, team, and primary manager are correct. This will ensure we trigger the appropriate tasks for the right individuals. Note that if the tasks feature is hidden from the side menu, the onboarding checklist feature cannot be used.

Getting started

Create an onboarding checklist
  1. Click the Settings menu.
  2. In the Recruitment & Onboarding section, click Onboarding & Offboarding Checklists.
  3. Click the Onboarding tab.
  4. Click the + Add Onboarding Checklist button.
  5. Complete the following fields:
    • Name.
    • Apply checklist to:
      • All employees.
      • Select team.
  6. Click the Add Task button.
  7. Complete the following fields:
    • Name.
    • Description.

    • Do you want all administrators to receive this task?

      Important

      This option will only trigger a notification for admins within your organisation, not owners.

    • Do you want all managers to receive this task?
    • Do you want all employees to receive this task?
    • Send this task to an email address. (You can enter an email address in the text box) Please note: This only sends the task to email and does not create a task in the platform at all.
    • Other owners.
    • Shared task (Any one owner can complete this task on behalf of all others)
    • Due date.
  8. Click the Subtask button and list any additional subtasks.

  9. Click the Save button.

    Helpful Hint

    Repeat steps 6 to 9 for each task that needs assigning to the onboarding checklist.

Daily activities

Manually trigger an onboarding checklist: Employee file
  1. Click the People menu.
  2. Click the Employees submenu.
  3. Select the employee that needs an onboarding checklist triggered.
  4. Click the Trigger onboarding checklists button.
  5. Click the Confirm button.
Manually trigger an onboarding checklist: Employee management page
  1. Click the People menu.
  2. Click the Employees submenu.
  3. Click the Actions button.
  4. Click the Trigger Onboarding Checklist button.
  5. Click the Confirm button.

Data management

Clone an onboarding checklist
  1. Click the Settings menu.
  2. In the Recruitment & Onboarding section, click Onboarding & Offboarding Checklists.
  3. Click the Onboarding tab.
  4. Click the ellipsis button.
  5. Click the Clone button.
  6. Make the required changes and click the Save button.
Clone an onboarding task
  1. Click the Settings menu.
  2. In the Recruitment & Onboarding section, click Onboarding & Offboarding Checklists.
  3. Click the Onboarding tab.
  4. Click the ellipsis button.
  5. Click the Edit button.
  6. Click the ellipsis button.
  7. Click the Clone button.
  8. Make any required changes and then click the Save button.
Edit an onboarding checklist
  1. Click the Settings menu.
  2. In the Recruitment & Onboarding section, click Onboarding & Offboarding Checklists.
  3. Click the Onboarding tab.
  4. Click the ellipsis button.
  5. Click the Edit button.
  6. You can edit the following details on this screen:
    • Name of checklist.
    • Who the checklist applies to.
    • You can add a task to the existing checklist, if required.
  7. Click the Save button.
Edit an onboarding task
  1. Click the Settings menu.
  2. In the Recruitment & Onboarding section, click Onboarding & Offboarding Checklists.
  3. Click the Onboarding tab.
  4. Click the ellipsis button.
  5. Click the Edit button.
  6. Click the ellipsis button.
  7. Click the Edit button.
  8. Make the required changes and click the Save button.

Removing data

Delete an onboarding task
  1. Click the Settings menu.
  2. In the Recruitment & Onboarding section, click Onboarding & Offboarding Checklists.
  3. Click the Onboarding tab.
  4. Click the ellipsis button.
  5. Click the Edit button.
  6. Click the ellipsis button.
  7. Click the Delete button.
  8. Click the Delete button.
Delete an onboarding checklist
  1. Click the Settings menu.
  2. In the Recruitment & Onboarding section, click Onboarding & Offboarding Checklists.
  3. Click the Onboarding tab.
  4. Click the ellipsis button.
  5. Click the Delete button.
  6. Click the Delete button.

Explore related content

  • Setup Your Offboarding Checklists - This feature allows you to create a group of tasks that will be activated when you offboard an employee from Employment Hero.
  • Action tasks in my to do list - This article will walk people through how to manage their task lists, which Employment Hero will create based on the onboarding checklist you have just created.
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