How to Create Onboarding Checklists - Knowledge Base | BerniePortal

How to Create Onboarding Checklists

Onboarding checklists are reusable task lists you build under Settings so your team has a consistent set of new-hire tasks.

To access:
  1. Log in as the employer or an Onboarding Feature Admin.
  2. Select Onboarding.
  3. Select Settings.
  4. Select Onboarding Checklists.
To create a checklist:
  1. Select Add a New Checklist.
  2. Enter a Checklist Name.
  3. Under Tasks, enter a Task Title and Description, then select Add.
  4. Repeat until the checklist has the tasks you need.
  5. Drag tasks by the handle to reorder them.
  6. Select Save.
You must add at least one task before you can save. To remove a task before saving, open its actions and select Delete.

To edit a checklist:
  1. Open the actions gear for the checklist.
  2. Select Edit.
  3. In Update a Checklist, update Checklist Name and tasks as needed (add with Add, reorder by dragging, or Delete a task).
  4. Select Update.
To clone a checklist:
  1. Open the actions gear for the checklist.
  2. Select Clone.
  3. In Clone a Checklist, change the Checklist Name and tasks if needed.
  4. Select Save (or Cancel to discard).
To delete a checklist:
  1. Open the actions gear for the checklist.
  2. Select Delete.
  3. Confirm in Delete Checklist, then select Delete.
Deleting a checklist cannot be undone.

To set the default checklist:
  1. On the Checklists list, select the radio next to a checklist, or select None.
The selected row shows (default).

To work checklist tasks on an employee's record, see How to Manage an Employee's Onboarding Checklist.

    • Related Articles

    • Onboarding Feature Admin Functionality

      An Onboarding Feature Admin is an employee who can administer Onboarding while using Switch to admin account. The employer must have Onboarding enabled. Employee-level actions apply only to employees in the Feature Admin's assigned subgroups. ...

    • How to Assign Onboarding Checklists

      Assigning an onboarding checklist copies that checklist's tasks onto an employee's record as incomplete items so your team can track them through completion. Create checklist templates first under Onboarding → Settings → Onboarding Checklists. See ...

    • How to Manage an Employee's Onboarding Checklist

      After a checklist is assigned to an employee, Employers, Onboarding Feature Admins, and managers can open that employee's onboarding checklist, add notes, and update each task's status. Once assigned, the checklist is available even before the ...

    • Onboarding Document Categories

      Document categories group onboarding paperwork. BerniePortal includes five standard categories—W-9, I-9, W-4, Direct deposit authorization, and State Withholding—and you can add custom categories. Custom category order controls the order employees ...

    • Onboarding - Assign Documents

      Use Assign Documents to mass assign an onboarding document to employees who do not already have a document in that category. To create or map documents first, see Document Library, Create a New Document, and Map a Document. To access: Log in to ...