Once onboarding tasks have been created, you can now assign these tasks to employees for when your new hire arrives.

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How to assign onboarding tasks

  1. To assign your onboarding tasks to your employees, first head to the new employee's profile, then click ONBOARDING.

  2. Click Add Tasks.

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

3. Any task that has an employee assigned will be created as a task to complete by that employee. These tasks appear on the employee's Dashboard.

Tasks show either in the Outstanding tab or Completed tab.

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


How to assign onboarding workflows

  1. Click ADD WORKFLOW.

  2. Select required workflows.

3. Click NEXT.

4. If required make any amendments to dates and assignee's.

If there any tasks that aren't required from the workflow, de-select them.

5. Once done, click ADD.

Tasks show either in the Outstanding tab or Completed tab.

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