You can create onboarding tasks for when new hires are set to arrive, or have started at your company.

  1. Click on your name on the top right, then click Settings.

  2. Click Onboarding, then click Tasks.

  3. Click Add task.

    📎NOTE: If you have the Performance module activated, you have a choice of onboarding tasks after you click Add task.

  4. Enter a Title and a Description of your task.

  5. 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.

  6. Select a category.

    📌TIP: You can create more categories to choose from - Read more >

  7. Define how long before the Task has to be completed.

  8. Select who the task is assigned to by default.


    If it is a specific employee, select which employee it needs to be.

  9. 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.

  10. 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.

  11. Click Save.

📌TIP: To save time you can automate repetitive onboarding tasks - Read more >

You are now ready to onboard your new hires by assigning tasks.


Return to Set up onboarding

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