How to Assign Onboarding Checklists - Knowledge Base | BerniePortal

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 Create Onboarding Checklists (including how to set the default checklist that pre-selects in Add Employee).

Who can assign:

Employers and Onboarding Feature Admins.

To assign when adding an employee:
  1. Select Employees.
  2. Select Add Employee.
  3. In the Checklist section, choose a checklist from the dropdown, or leave None.
  4. Select Save & Continue to continue the rest of the form.
If a default checklist is set, it is selected automatically. You can change it or choose None before saving. The Checklist section appears only when at least one checklist template exists.

For the full Add Employee flow, see How to Add a New Hire.

To assign after an employee is hired:
  1. Select Employees.
  2. Select the employee.
  3. Select Onboarding.
  4. On the Onboarding Checklist tab, select Add a New Checklist.
  5. In Add a New Checklist, choose a Checklist, then select Add.
Add a New Checklist appears only when the employee has no current checklist tasks. After tasks are assigned, you cannot remove or replace the checklist from this page.

To update task status and notes after assignment, see How to Manage an Employee's Onboarding Checklist.

To assign onboarding documents (paperwork) instead of checklist tasks, see How to Assign/Un-Assign Onboarding Paperwork.