Employee file HR FAQ: How do I manually trigger an onboarding checklist

Question

How do I manually trigger an onboarding checklist?

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.

Answer

You can manually trigger an onboarding checklist via the Overview page by using the Trigger Onboarding Checklist feature.

Manually trigger an onboarding checklist
  1. Click the   Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee that needs an onboarding checklist triggered.
  4. Click on the Overview button.
  5. Click the Trigger Checklists button.
    Checklist_1.jpg
  6. Click the Confirm button.
    Checklist_2.jpg
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