Onboarding checklists are a list of tasks that need to be completed when onboarding a new employee, for example; prepare security pass. These tasks are created once the employer has finished the onboarding steps for the new employee.
The individual(s) who are allocated a task, will receive email notifications (when assigned, and also when due), and will see outstanding tasks on their dashboard when they sign into Employment Hero. Once they have completed these tasks, they can mark these as complete from their dashboard.
To create an onboarding checklist, log into Employment Hero and go to:
General Settings > Checklist Settings > Onboarding
To create an onboarding task you will need to click on ‘New Checklist’ and fill out the following fields:
Name: name of the checklist.
Employees the checklist is required for: which employee requires the tasks in the onboarding checklist i.e all new employees or employee in specific teams
To add tasks to a checklist, click the add task button and complete the following information:
Description: information about this task. The description needs to be general, and not specify any employee names as the same description will be displayed for all assignees.
Assign to: who will need to complete the task:
- All admins
- New employee’s manager
- New employee (the new hire)
- Specific individuals
Due date: when this task is due with respect to the employee’s start date
You can create as many checklists as you like, it can be useful to create one 'General New Starters' checklist that includes all the general tasks that always need to be done with every new starter, and apply this checklist to 'All employees'.