After a checklist is assigned to an employee, Employers, Onboarding Feature Admins, and managers can open that employee's onboarding checklist, add notes, and update each task's status. Once assigned, the checklist is available even before the employee activates their account. Employees with incomplete checklist tasks appear under Checklists in the TO DO sidebar.
To access:
- Open the employee's checklist using either path:
- From TO DO: expand Checklists, then select the employee's name.
- From the employee profile: open the employee from Employees, select the Onboarding tab, then open Onboarding Checklist.
To manage checklist tasks:
- Open the actions menu at the end of the task row.
- Choose an action based on the task's current status:
- Add note — opens Add a Note. Enter text in Note, then select Add. If notes already exist, open them from the comment icon in the Notes column.
- Mark as complete — available when the task is Incomplete or Not Applicable.
- Mark as not applicable — available when the task is Incomplete or Complete.
- Mark as incomplete — available when the task is Complete or Not Applicable.
Task status changes are reversible. An employee drops off Checklists in TO DO when no incomplete onboarding checklist tasks remain.