You can create onboarding tasks for when new hires are set to arrive or have started at your company.
Click on your name on the top right, then click Settings.
Click Onboarding, then click Tasks.
Click Add task.
📎NOTE: If you have activated the Performance module activated, you have a choice of onboarding tasks after you click Add task.
Enter a Title and a Description of your task.
If there is a relevant link that is required to complete or help with this task you can attach it. Give the link a name, then enter the link URL.
Select a category.
📌TIP: You can create more categories to choose from.
Define how long before the Task has to be completed. For example, 'Assign task 2 days after employee start date'.
If you use the Performance module:
Feedback request tasks - select the feedback template that you wish to use
Survey request tasks - select the Survey template that you wish to use
1-to-1 meeting tasks - select the Meeting template that you wish to use
📎NOTE: When you assign an onboarding task that uses a specific 1‑to‑1 meeting template, you can’t book a 1‑to‑1 meeting for that employee with a different template until they complete the task.
Select who the task is assigned to by default.
Employee themselves
Employee's direct manager
Specific employee
If it is a specific employee, select which employee it needs to be.
If needed, select whether or not an Attachment is required.
📎NOTE: If an attachment is required, the task will not be completed unless the assignee attaches a document.
When you select someone to be assigned the task by default, when you onboard a new hire, this task will be set to them. You can always change this depending on the situation.
Click Save.
📌TIP: To save time, you can automate repetitive onboarding tasks.
You're now ready to onboard your new hires by assigning tasks.
📎NOTE: When you create a document task, its only role is to assign the document to the record. Once done, it will auto-tick as complete. If you need your employee to confirm they have a deadline, you need to create this as a separate task.