How to Manage an Employee's Onboarding Checklist
Employees that have outstanding onboarding checklist items will be listed under the “Checklists” section of the “To Do” list on your admin home screen. Select an employee's name to find their checklist and mark items as complete or not applicable.
An employee’s onboarding checklist can also be accessed by selecting their name from the “Employees” list, then selecting “Onboarding” from the left menu.
To manage onboarding checklists:
- Select the "Employees" tab in the top navigation menu.
- Locate and select the employee's name to open their profile.
- Select the "Onboarding" tab from the quaternary navigation menu.
- Mark tasks as complete, incomplete, or add notes by hovering over the action wheel for each task.
- Added notes will display by clicking the blue note icon.
- Checklists are available for admins to view and manage immediately after the employee has been onboarded, even if the employee's account has not been activated, allowing admins to manage onboarding tasks as soon as they'd like.
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