In this article you will learn how to:

  • Create an Onboarding Checklist

Creating Onboarding Checklists

Note: Only Admins can create Onboarding Checklists. Also ensure that the app is turned on in the App Centre. 

  1. Go to Settings
  2. Select 'Employees' on the left side
  3. Select 'Onboarding Checklists' 
  4. Press 'New Checklist' 
  5. Fill in the Name, Description, Locations and Email recipients associated with this checklist
  6. Click on the '+ Add Task' button in order to create the steps on the checklist
  7. A text box will appear in which you should fill in the steps. You can mark these steps as Required or not. Note: If it is required you cannot complete the checklist until it has been marked done
  8. Press 'Save' on each task 
  9. Press 'Save' on the checklist 

Here is a video:

Related Articles:
Completing Onboarding Checklists
Reporting on Onboarding Checklists

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