Employee management 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 Personnel Overview page by using the Trigger Onboarding Checklist feature.

Manually trigger an onboarding checklist
  1. Click the   Employee menu.
  2. Click the Actions button.
  3. Click the Trigger Onboarding Checklist button.
    Trigger_1.jpg
  4. Click the Confirm button.
    Trigger_2.jpg
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