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Onboarding Tasks report

An overview of the Onboarding Tasks report in Sage HR, and how to use it.

Written by Oliver Cook

The Onboarding Tasks report is a useful tool to see your active, upcoming and completed offboarding tasks.

To access this report:

  1. Click Reports.

  2. Click Onboarding.

  3. Click Tasks.

    📌TIP: You can filter the report to show tasks for employees within specific teams and locations. You can even select an individual employee.

On each tab, you can see details of your onboarding tasks, including who they're assigned to and for which employee.

You can edit and delete active onboarding tasks. Completed tasks you can only delete.

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