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.

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