Control the Order of Hiring Tasks in an Onboarding Packet
Learn how to control the order in which hiring tasks display in your digital onboarding packet.
When adding tasks to a hiring profile, you can have tasks display in alphabetical order or in a specific order of your choosing.
Display Tasks in Alphabetical Order
- On the Profile Settings page (), select Add Tasks.
- In the Add Tasks pop-up window, select all of the tasks to add to this profile, and then select Update Tasks.
- Select Save on the Profile Settings page.
Display Tasks in a Specific Order
To have tasks display in a specific order, add them one at a time in that specific order. Be sure to save each time you add a task.
Watch the following video for an example, or refer to the written example below.
Video example
Step-by-step example
Say that you want to have the Voluntary Self Identification form display before the Direct Deposit form in your onboarding packet instead of having these two tasks display in alphabetical order. In this case, you would add these two tasks one at a time as follows:
- On the Profile Settings page (), select Add Tasks.
- In the Add Tasks pop-up window, select the Voluntary Self Identification form and then select Update Tasks.
- On the Profile Settings page, select Save.
- Re-open the Add Tasks window.
- Select the Direct Deposit form in the Add Tasks pop-up window, and then select Update Tasks.
- On the Profile Settings page, select Save again.
