How to Manage an Employee's Onboarding Checklist
Onboarding checklists help Employers streamline their onboarding process while building confidence and trust with new hires from day one! Master these management tools to maximize efficiency and create exceptional first impressions.
To access:
- Employee checklists can be viewed using either method:
- Via “To-Do List”
- Navigate to the "Checklists" section within the “To-Do List” on the admin home screen
- Select any employee's name to view their outstanding items
- Via Employee Profile
- Select the employee's name from the "Employees" list
- Select the “Onboarding” tab within the Employee Profile to access their checklist
To manage onboarding checklists:
- Onboarding checklists are immediately available to administrators once assigned, even before the employee activates their account- This gives Employers a head start on preparation tasks
- Utilize the action gear at the end of each task’s row to update information as needed
- Add note- Include additional details (view saved notes by clicking the blue note icon)
- Mark as complete- Close out finished items
- Mark as not applicable- Skip tasks that don't apply to the employee
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