HR platform: Setup your onboarding checklists

Overview

An onboarding checklist is a way for hiring managers to organise the steps involved in guiding new hires through their first days and months at a company. The checklist ensures that each critical stage of the new hire onboarding process is complete and provides a starting point for your procedures related to hiring a new employee.

The Onboarding Checklist feature allows an admin to create a group of tasks that they can activate when they onboard an employee, with the ability to specify which team will receive these tasks. This feature also allows you to edit, clone, and delete individual onboarding tasks and to delete any previously created onboarding checklists.

HR Best Practice

The checklist settings feature allows you to trigger tasks automatically that require you and other stakeholders’ attention pertaining to the onboarding of an employee but did you know you can create multiple lists, if, you have different tasks for employees in a particular team or location?

Our HR experts recommend you ensure the employee’s location, team and primary manager are up to date before beginning the onboarding process to ensure that the tasks trigger to the correct people. Please be aware that if you have hidden the tasks feature from the side menu, you cannot use the onboarding checklist feature.

Important

Checklists by location and/or a specific employee is not possible, only via teams is currently possible.

Availability

HR Plan:   Free   Standard   Premium   Platinum
  User Access:   Employee   Manager   Admin

  This is the default access level, excluding any changes made via our Custom Security feature.

Getting started

Create an onboarding checklist
  1. Click the   General Settings menu.
  2. Click the Checklist Settings submenu.
  3. Click the Onboarding tab.
  4. Click the New Checklist button.
    Checklist_1.jpg
  5. Complete the following fields:
    • Name.
    • Apply checklist to:
      • All employees.
      • Select team.
  6. Click the Add Task button.
    Checklist_2.jpg
  7. Complete the following fields:
    • Name.
    • Description.
    • Do you want all administrators to receive this task?

    Important

    This option will only trigger a notification for admins within your organisation, not owners.

    • Do you want all managers to receive this task?
    • Do you want all employees to receive this task?
    • Other owners.
    • Due date.
  8. Click the Subtask button and list any additional subtasks.
    Checklist_3.jpg
  9. Click the Save button.
    Checklist_4.jpg
  10. Click the Save button.

    Helpful Hint

    Repeat steps 6 to 9 for each task that needs assigning to the onboarding checklist.

    Checklist_5.jpg

Maintain

Clone an onboarding task
  1. Click the   General Settings menu.
  2. Click the Checklist Settings submenu.
  3. Click the Onboarding tab.
  4. Click the Actions button.
  5. Click the Edit button.
    Checklist_6.jpg
  6. Click the Actions button.
  7. Click the Clone button.
    Checklist_7.jpg
  8. Make any required changes and then click the Save button.
    Checklist_8.jpg
Edit an onboarding checklist
  1. Click the   General Settings menu.
  2. Click the Checklist Settings submenu.
  3. Click the Onboarding tab.
  4. Click the Actions button.
  5. Click the Edit button.
    Checklist_9.jpg
  6. Make the required changes and click the Save button.
    Checklist_10.jpg
Edit an onboarding task
  1. Click the   General Settings menu.
  2. Click the Checklist Settings submenu.
  3. Click the Onboarding tab.
  4. Click the Actions button.
  5. Click the Edit button.
    Checklist_9.jpg
  6. Click the Actions button.
  7. Click the Edit button.
    Checklist_11.jpg
  8. Make the required changes and click the Save button.
    Checklist_12.jpg
Delete an onboarding task
  1. Click the   General Settings menu.
  2. Click the Checklist Settings submenu.
  3. Click the Onboarding tab.
  4. Click the Actions button.
  5. Click the Edit button.
    Checklist_9.jpg
  6. Click the Actions button.
  7. Click the Delete button.
    Checklist_13.jpg
  8. Click the Delete button.
    Checklist_14.jpg
Delete an onboarding checklist
  1. Click the   General Settings menu.
  2. Click the Checklist Settings submenu.
  3. Click the Onboarding tab.
  4. Click the Actions button.
  5. Click the Delete button.
    Checklist_15.jpg
  6. Click the Delete button.
    Checklist_16.jpg

Further Information

Author recommended

So you have now setup your onboarding checklists and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

  • HR Platform: Setup Your Offboarding Checklists This feature allows an admin to create a group of tasks that will activate when you offboard an employee, with the ability to specify which team will receive these tasks.
  • HR Platform: My Tasks This article will walk people through how to manage their task lists, which the platform will create based on the onboarding checklist you have just created.
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