In this article you will learn how to: 

  • Complete an Onboarding Checklist

Here is a quick video walk-through:

Completing Onboarding Checklists

  1. Go to 'Employees' tab

  2. Go to the employee's profile you need to work on

  3. Select 'Onboarding' 

  4. If there is a checklist that is not relevant for the employee mark as 'Not Required' 

  5. To being the checklist, press 'Start'

  6. Steps set up from the Admin will appear, and you can mark 'Yes' as you complete

  7. If there is a '*' beside a task, you cannot close the task before completing

  8. If you need to upload a document, press 'Upload File'

  9. When you make any progress to a checklist, press 'Save'

  10. When all tasks are complete, press 'Finish and Close' 

Related Articles:
Creating Onboarding Checklists
Reporting on Onboarding Checklists

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