Overview
Sometimes you might need to manually trigger and onboarding task as maybe the platform did not send the task out or maybe you need it sent earlier then the scheduled time. To help users, we allow you to manually trigger an onboarding checklist via the Employment File Overview page and/or the Employee Management page by using the Trigger Onboarding Checklist feature.
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 premises will walk you through how to trigger an onboarding task.
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee that needs an onboarding checklist triggered.
- Click on the Overview button.
- Click the Trigger Checklists button.
- Click the Confirm button.
- Click the Employee menu.
- Click the Actions button.
- Click the Trigger Onboarding Checklist button.
- Click the Confirm button.
Author recommended
So you have now manually triggered an onboarding task and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:
- HR employee file: Uploaded documents This feature allows you to upload documentation against a chosen employee file and control who has access to this information.
- HR employee file: Management notes This feature allows you to add information via a free text field to an employee's file, with no limit on the amount of notes you can add.
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