How to Create Onboarding Checklists
Making a great first impression with new hires is important. Onboarding Checklists in BerniePortal help you track the tasks necessary to ensure a smooth first day for new hires, such as setting up their computer, email, and phone.
To create a new Onboarding Checklist:
- Select the "Onboarding" tab in the top navigation menu.
- Select the "Settings" tab in the secondary navigation menu.
- Select "Checklists" from the left side menu.
- Select "Add New Checklist."
- Enter a name for the new checklist.
- Enter a "Task Title" and "Description" for the first task, then select "Add."
- Repeat until the checklist is complete.
- To re-arrange tasks, drag and drop using the three dots to the left of each task.
- Select "Save."
If your employer has existing Onboarding Checklists, you can hover over the action gear for a checklist and select "Clone" to duplicate that checklist. After you select "Clone" make the necessary changes, such as changing the Name, and Adding, Editing, or Deleting tasks, then select "Save."
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