In this article you will learn how to:
- Complete an Onboarding Checklist
Completing Onboarding Checklists
- Go to 'Employees' tab
- Go to the employee's profile you need to work on
- Select 'Onboarding'
- If there is a checklist that is not relevant for the employee mark as 'Not Required'
- To being the checklist, press 'Start'
- Steps set up from the Admin will appear, and you can mark 'Yes' as you complete
- If there is a '*' beside a task, you cannot close the task before completing
- If you need to upload a document, press 'Upload File'
- When you make any progress to a checklist, press 'Save'
- When all tasks are complete, press 'Finish and Close'
Here is a video:
Other Related Articles:
Creating Onboarding Checklists
Reporting on Onboarding Checklists