Available for the following HR plans: 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.
Important
Checklists by location and/or a specific employee is not possible; only via teams is currently possible.
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.
- Click the Save button.
- Click the Save button.
Helpful Hint
Repeat steps 6 to 9 for each task that needs assigning to the onboarding checklist.
Data management
-
- 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 four areas in which you can trigger an onboarding task list are:
Explore related content
- Setup Your Offboarding Checklists | HR Platform This feature allows you to create a group of tasks that will be activated when you offboard an employee from your platform.
- My Tasks | HR Platform 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.
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