How to Assign Onboarding Checklists
Streamline your process from day one! Assigning onboarding checklists integrates seamlessly with your standard onboarding workflow, and once assigned, you can easily track tasks through completion.
To set a default checklist:
- Navigate to the "Settings" area within the "Onboarding" tab to review the existing onboarding checklists
- Select either "None" or choose one of your custom checklists as the "Default"
- Your default selection will automatically appear in the onboarding modal (though it can be changed or removed as needed, so choose the one you'll use most frequently)
To add during onboarding:
- The final step of the onboarding modal allows you to assign a checklist to your new hire
- Your default checklist will populate automatically, but you can select a different one using the dropdown menu
- For complete onboarding instructions, see this detailed guide
To add after onboarding:
- Navigate to the employee's profile from the "Employees" tab
- Select the "Onboarding" tab to view the "Onboarding Checklist" section
- Click "Add a New Checklist" to assign one to the employee
- Select the desired checklist from the dropdown and click "Add" to finalize
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