In this article, you will learn:
Create a new Onboarding Checklist
Edit or deactivate an existing Onboarding Checklist
Please note: Only an account administrator can create or deactivate an Onboarding Checklist.
Create, Edit, or deactivate an Onboarding Checklist
Click on your name/email on the right-hand corner
Select 'Settings' from the drop-down menu
Click the 'Employees' tab on the left-hand side
Choose 'Onboarding Checklists' from the drop-down menu
To create a new Onboarding Checklist, click the blue 'New Checklist' button
6. Fill in the title, description and also the email recipient who will receive the checklist when it is completed
7. Click on the blue button 'Add Task'
8. Complete the field with the required task and press 'Save'. Note: If it is 'required' the checklist cannot be marked as completed unless this task is complete
9. Continue to add tasks to the checklist as required
10. Once the list is complete, click 'Save' on the bottom right of the form
This checklist has now been assigned to all staff members in selected locations.
Edit or deactivate an existing Onboarding Checklist
To deactivate an Onboarding Checklist, click into the checklist and select the 'deactivate' button. Deactivated checklists will be stored in the 'Inactive' tab within Onboarding Checklists
To edit an existing checklist, click the orange 'Edit' button and make required amendments
Related Articles:
Onboarding Checklist Report