How to Create Onboarding Checklists
First impressions matter! Onboarding checklists in BerniePortal help you stay organized and ensure every new hire has everything they need for a stellar first day—from computer setup to email access and more!
To access:
- Select the "Onboarding" tab in the top navigation menu
- Select the "Settings" tab in the secondary navigation menu
- Select "Onboarding Checklists" from the left-hand menu
- Select "Add New Checklist"
To create a new Onboarding Checklist:
- Enter a name for the new checklist
- Add the first task by entering a "Task Title" and "Description," then click "Add"
- Repeat until the checklist is complete
- Reorder tasks by dragging and dropping using the three dots beside each item
- Select "Save" to finalize the checklist
To manage existing Onboarding Checklists:
- Edit: Hover over the action gear and select "Edit" to modify an existing checklist
- Clone: Select "Clone" to duplicate a checklist, then customize the name and tasks as needed before saving
- Delete: Choose "Delete" to remove a checklist permanently
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