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Assign onboarding tasks and workflows

Assign your onboarding task templates or workflows to anybody in your Sage HR company.

Julianna Markova avatar
Written by Julianna Markova
Updated today

Once you create onboarding tasks and onboarding workflows, you can assign them to employees for when your new hire arrives.


Assign onboarding tasks

  1. Go to the new employee's profile, then click Onboarding.

  2. Click Add Tasks.

  3. Either fill out options for a new task, or select an existing task template from the dropdown. You can still make amendments to this before you save it.​

    📎NOTE: Document tasks won't appear as individual tasks to select on the dropdown menu. However, you can add document tasks to a workflow and use the workflow to assign the documents. As this doesn't require any input from anyone, it will automatically complete when it triggers.

  4. Any task you assign to an employee will become a task for the employee to complete. These tasks appear on the employee's Dashboard.

Tasks show either in the Outstanding tab or the Completed tab in the onboarding section of their profile.

📌TIP: To save time, you can automate repetitive onboarding tasks.


Assign onboarding workflows

  1. Click Add workflow.

  2. Select the required workflows.​

  3. Click Next.

  4. If required, make any amendments to dates and assignees. If there are any tasks that you don't require from the workflow, deselect them.

    Examples of tasks in an onboarding workflow.


  5. Once done, click Add.

Tasks show either in the Outstanding tab or the Completed tab in the onboarding section of their profile.


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