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Setting up onboarding checklists

Updated

Available for the following plans: Premium, Platinum, Unlimited 
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. Click the Recruitment & Onboarding
  3. Click the Checklist Settings submenu.
  4. Click the Onboarding tab.
  5. Click the New Checklist button.
  6. Complete the following fields:
    • Name.
    • Apply checklist to:
      • All employees.
      • Select team.
  7. Click the Add Task button.

  8. 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 organization, 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.
  9. Click the Subtask button and list any additional subtasks.

  10. 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 list submenu.
  3. Select the employee who needs an onboarding checklist triggered by clicking on the employee's name (you can filter the employee's name in the search bar).
  4. Click the Trigger onboarding checklists button.
  5. Click the Confirm button.
Manually trigger an onboarding checklist: Employee management page
  1. Click the Employee menu.
  2. Click the Actions button.
  3. Click the Trigger Onboarding Checklist button.
  4. Click the Confirm button.

Data management

Edit an onboarding checklist
  1. Click the Settings menu.
  2. Click the Checklist Settings submenu.
  3. Click the Onboarding tab.
  4. Click the Actions 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. Click the Checklist Settings submenu.
  3. Click the Onboarding tab.
  4. Click the Actions button.
  5. Click the Edit button.
  6. Click the Actions 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. Click the Checklist Settings submenu.
  3. Click the Onboarding tab.
  4. Click the Actions button.
  5. Click the Edit button.
  6. Click the Actions button.
  7. Click the Delete button.
  8. Click the Delete button.
Delete an onboarding checklist
  1. Click the   Settings menu.
  2. Click the Checklist Settings submenu.
  3. Click the Onboarding tab.
  4. Click the Actions button.
  5. Click the Delete button.
  6. Click the Delete button.

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