In this article you will learn how to: 

  • Create a new Onboarding Checklist
  • Edit or deactivate an existing Onboarding Checklist 

Only an account administrator can create or deactivate an Onboarding Checklist 

  1. Click on your name/email on the right hand corner
  2. Select 'Settings' from the drop-down-menu
  3. Click the 'Employees' tab on the left-hand-side
  4. Choose 'Onboarding Checklists' from the drop-down menu
  5. 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.

11. 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

12. To edit an existing checklist, click the orange 'Edit' button and make required amendments

Related Articles:
Onboarding Checklist Report

Restricting or giving access to the employee profile

What is administrator access?

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