Remove the need for a pile up of paper documents and streamline your business operations by storing them safely all in one place. It will also reduce the need for handling of documents, minimising the risk of spreading COVID-19.

In this article you will learn how to:

  • Create an Onboarding Checklist

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

Here is a quick video walkthrough:

Creating Onboarding Checklists

  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 

How to complete a checklist:

Related Articles:
Completing Onboarding Checklists
Reporting on Onboarding Checklists

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