Add or edit onboarding and offboarding tasks, as well as sort them by categories. 

To manage onboarding and offboarding tasks: 

1. Go to “Settings” and click “Task management” (1). 
2. Select “Onboarding” or “Offboarding” (2) as necessary.
3. Click “Add task” (3) to create a new task, or click the pencil icon (4) next to an existing task to edit it.

Add or edit your onboarding and offboarding tasks:

1. Name your task, add it to a category, and describe it (1). 
2. Specify when it needs to be completed, and which employee needs to complete it (2). 
3. Select which employees the task is required for (3). Choose “Required for all” or filter by Location, Division, Department, Job title and/or Employment status.