Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access levels: Admin
The Onboarding Checklist feature helps hiring managers manage any necessary steps to introduce new staff to the company. It allows an administrator to generate a list of tasks to be implemented during the onboarding process. They can edit, clone and delete individual tasks, as well as delete onboarding checklists.
HR Best Practice
The checklist settings feature allows you to trigger tasks automatically that require you and other stakeholders' attention on the onboarding of an employee, but did you know you can create multiple lists, if you have different tasks for employees in a particular team or location?
Our HR experts recommend you make sure the employee’s location, team, and primary manager are up to date before beginning the onboarding process. This makes sure that tasks trigger for the correct people. Please be aware that if you have hidden the tasks feature from the side menu, you cannot use the onboarding checklist feature.
Important
Checklists by location and/or a specific employee is not possible; only via teams is currently possible.
Interactive learning
Getting started
- Click the General Settings menu.
- Click the Checklist Settings submenu.
- Click the Onboarding tab.
- Click the New Checklist button.
- Complete the following fields:
- Name.
- Apply checklist to:
- All employees.
- Select team.
- Click the Add Task button.
- 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)
- Other owners.
- Due date.
- Click the Subtask button and list any additional subtasks.
- Click the Save button.
Helpful Hint
Repeat steps 6 to 9 for each task that needs assigning to the onboarding checklist.
Data management
- Click the General Settings menu.
- Click the Checklist Settings submenu.
- Click the Onboarding tab.
- Click the Actions button.
- Click the Edit button.
- 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.
Removing data
Further information
The four areas in which you can trigger an onboarding task list are:
Explore related content
- Setup Your Offboarding Checklists | HR Platform This feature allows you to create a group of tasks that will be activated when you offboard an employee from your platform.
- My Tasks | HR Platform This article will walk people through how to manage their task lists, which the platform will create based on the onboarding checklist you have just created.
Comments
The current onboarding checklists lack the ability for hiring managers to click on a link. i.e. task to set up a new starter requires a specific internal form to be completed however there is no ability to create a link to take them straight to the form.
Hi Angela Byron,
Thanks for reaching out.
I've created a support ticket for you to discuss this further with the support team. They will be able to provide the process, or add a feature request for the above on your behalf. The ticket number is #1061845 and you will receive a confirmation email that the support team has received your communication request. Thanks!
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