Add or edit onboarding and offboarding tasks, as well as sort them by categories.
To manage onboarding and offboarding tasks:
- Go to “Settings” and click “Task management” (1).
- Select “Onboarding” or “Offboarding” (2) as necessary.
- 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:
- Name your task, add it to a category, and describe it (1).
- Specify when it needs to be completed, and which employee needs to complete it (2).
- 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.
Note: You can create different categories to sort your tasks. To do so, click “Add category” from the Task management screen. |