Available for the following HR 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.
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.
Data management
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- 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.
If you want to edit a task within a checklist, see the edit an onboarding task instructions below.
Removing data
Further information
The three articles below cover where you can manually trigger an onboarding task:
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 your platform.
- My Tasks 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.