1. Employment Hero Help Centre (NZ)
  2. HR Web Platform
  3. General Settings
  4. Checklist Settings

Set up your organisations onboarding checklists | HR Web Platform

Jimmy
Updated

Overview

An onboarding checklist is a way for hiring managers to organise the steps involved in guiding new hires through their first days and months at the company. The checklist makes sure that each critical stage of the new hire onboarding process is complete and provides a starting point for your procedures related to hiring a new employee.

The Onboarding Checklist feature allows an admin to create a group of tasks that they can activate when they onboard an employee, with the ability to specify which team will receive these tasks. This feature also allows you to edit, clone, and delete individual onboarding tasks and to delete any previously created onboarding checklists.

Important

Checklists by location and/or a specific employee is not possible; only via teams is currently possible.

Availability

HR Plan:   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.

Getting started

The below will walk you through how to create an onboarding checklist.

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.
    Checklist_1.jpg
  5. Complete the following fields:
    • Name.
    • Apply checklist to:
      • All employees.
      • Select team.
  6. Click the Add Task button.
    Checklist_2.jpg
  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.
    Checklist_3.jpg
  9. Click the Save button.
    Checklist_4.jpg
  10. Click the Save button.

    Helpful Hint

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

    Checklist_5.jpg

Maintain

The below will walk you through how to manage your organisations onboarding tasks.

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.
    clone01.jpg
  6. Make the required changes and click the Save button.
    clone02.jpg
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.
    Checklist_6.jpg
  6. Click the Actions button.
  7. Click the Clone button.
    Checklist_7.jpg
  8. Make any required changes and then click the Save button.
    Checklist_8.jpg
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.
    Checklist_9.jpg
  6. Make the required changes and click the Save button.
    Checklist_10.jpg
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.
    Checklist_9.jpg
  6. Click the Actions button.
  7. Click the Edit button.
    Checklist_11.jpg
  8. Make the required changes and click the Save button.
    Checklist_12.jpg
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.
    Checklist_9.jpg
  6. Click the Actions button.
  7. Click the Delete button.
    Checklist_13.jpg
  8. Click the Delete button.
    Checklist_14.jpg
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.
    Checklist_15.jpg
  6. Click the Delete button.
    Checklist_16.jpg

Further information

Where can I manually trigger an onboarding checklist?

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

Author recommended

So you have now setup your onboarding checklists and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

  • HR Platform: Setup Your Offboarding Checklists This feature allows an admin to create a group of tasks that will be activated when you offboard an employee, with the ability to specify which team will receive these tasks.
  • HR 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.
Was this article helpful?

Comments

0 comments

Article is closed for comments.