1. Employment Hero Help Centre (UK)
  2. HR Platform
  3. Settings
  4. Checklist Settings

Create, set up, and trigger onboarding checklists

James Nixon
Updated
EH Content Team

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access level: 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 the 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.

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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. 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.
    screenshot of the checklist settings page, with a highlight on the save button
    If you want to edit a task within a checklist, see the edit an onboarding task instructions below.
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

Where can I manually trigger an onboarding checklist?

The four areas in which you can trigger an onboarding task list are:

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