Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Admin
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.
To set up an onboarding checklist, see this article.
Manually trigger an onboarding checklist
The below premises will walk you through how to trigger an onboarding task.
Manually trigger an onboarding checklist: Employee file
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee that needs an onboarding checklist triggered.
- Click the Trigger onboarding checklists button.
- Click the Confirm button.
Manually trigger an onboarding checklist: Employee management page
- Click the Employee menu.
- Click the Actions button.
- Click the Trigger Onboarding Checklist button.
- Click the Confirm button.
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- Add management notes to employee file 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.