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.
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βπNOTE: If you have the Performance module activated, you have a choice of onboarding tasks after you click Add task.
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βEnter a Title and a Description of your task.
βIf 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.
βSelect a category.
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πTIP: You can create more categories to choose from - Read more >
βDefine how long before the Task has to be completed.
βSelect who the task is assigned to by default.
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If it is a specific employee, select which employee it needs to be.
βIf needed, select whether or not an Attachment is required.
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βπNOTE: If an attachment is required, the task will not be completed unless the assignee attaches a document.
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βWhen 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.
πTIP: To save time you can automate repetitive onboarding tasks - Read more >
You are now ready to onboard your new hires by assigning tasks.