Setting up my organisation's onboarding checklists via the HR platform

An Onboarding Checklist feature helps hiring managers manage the steps necessary to introduce new staff to the company. It allows an administrator to generate a list of tasks to be implemented during the onboarding process. Editing, cloning and deleting individual tasks as well as deleting any onboarding checklists created are also possible.

HR Best Practise

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 to make sure that the tasks trigger to 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.

Availability

HR Plan:   Free   Standard   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

  Interactive learning

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Getting started

Create an onboarding checklist
  1. Click the   General Settings menu.
  2. Click the Checklist Settings submenu.
  3. Click the Onboarding tab.
  4. Click the New Checklist button.
    screenshot of the checklist settings page, with a highlight on the new checklist button
  5. Complete the following fields:
    • Name.
    • Apply checklist to:
      • All employees.
      • Select team.
  6. Click the Add Task button.
    screenshot showing the details of the new checklist, with a highlight on 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?
    • Other owners.
    • Due date.
  8. Click the Subtask button and list any additional subtasks.
    screenshot of the pop up where you can add details to the onboarding task, with a highlight on the add subtask button
  9. Click the Save button.
    screenshot of the pop up containing the details of the onboarding task, with a highlight on the save button
  10. Click the Save button.

    Helpful Hint

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

    screenshot of the checklist settings page, with a highlight on the save button

Data management

Clone an onboarding checklist
  1. Click the   General Settings menu.
  2. Click the Checklist Settings submenu.
  3. Click the Onboarding tab.
  4. Click the Actions button.
  5. Click the Clone button.
    screenshot of the checklist settings page, with a highlight on the actions dropdown and clone buttons
  6. Make the required changes and click the Save button.
    screenshot of the checklist settings page, with a highlight on the save button
Clone an onboarding task
  1. Click the   General Settings menu.
  2. Click the Checklist Settings submenu.
  3. Click the Onboarding tab.
  4. Click the Actions button.
  5. Click the Edit button.
    screenshot of the checklist settings page, with a highlight on the actions dropdown and edit buttons
  6. Click the Actions button.
  7. Click the Clone button.
    screenshot of the checklist settings page, with a highlight on the actions dropdown and clone buttons
  8. Make any required changes and then click the Save button.
    screenshot of the pop up for the details of the cloned onboarding task, with a highlight on the save button
Edit an onboarding checklist
  1. Click the   General Settings menu.
  2. Click the Checklist Settings submenu.
  3. Click the Onboarding tab.
  4. Click the Actions button.
  5. Click the Edit button.
    screenshot of the checklist settings page, with a highlight on the actions dropdown and edit buttons
  6. Make the required changes and click the Save button.
    screenshot of the checklist settings page, with a highlight on the save button
Edit an onboarding task
  1. Click the   General Settings menu.
  2. Click the Checklist Settings submenu.
  3. Click the Onboarding tab.
  4. Click the Actions button.
  5. Click the Edit button.
    screenshot of the checklist settings page, with a highlight on the actions dropdown and edit buttons
  6. Click the Actions button.
  7. Click the Edit button.
    screenshot of the checklist settings page, with a highlight on the actions dropdown and edit buttons
  8. Make the required changes and click the Save button.
    screenshot of the pop up where you can edit the onboarding task, with a highlight on the save button

Removing data

Delete an onboarding task
  1. Click the   General Settings menu.
  2. Click the Checklist Settings submenu.
  3. Click the Onboarding tab.
  4. Click the Actions button.
  5. Click the Edit button.
    screenshot of the checklist settings page, with a highlight on the actions dropdown and delete buttons
  6. Click the Actions button.
  7. Click the Delete button.
    screenshot of the checklist settings page, with a highlight on the actions dropdown and delete buttons
  8. Click the Delete button.
    screenshot of the confirmation of deletion
Delete an onboarding checklist
  1. Click the   General Settings menu.
  2. Click the Checklist Settings submenu.
  3. Click the Onboarding tab.
  4. Click the Actions button.
  5. Click the Delete button.
    screenshot of the checklist settings page, with a highlight on the actions dropdown and clone buttons
  6. Click the Delete button.
    screenshot of the pop up confirming deletion

Further information

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.
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