Add Onboarding Tasks for Individual New Hires
Customize onboarding tasks for individual new hires.
From the New Hire Dashboard, click a new hire's name in the grid.
The New Hire Details page opens, showing a summary of the new hire's onboarding status, tasks, and progress.
Under Task Progress, select
The Add Tasks window opens.
Select the check boxes for the tasks or forms that
this new hire must complete (for example, Personal Protective Equipment
Tip: You can use the Search box to search for a task by name.
To have tasks display in alphabetical order for the new hire, select all the tasks at once and then select Update Tasks.
To have tasks display in a specific order, add them one at a time. For example, if you want the Voluntary Self Identification form to display before your Direct Deposit form, select the Voluntary Self Identification form and then select Update Tasks. Then re-open the Add Tasks window, select the Direct Deposit form and then select Update Tasks again.
After you update tasks, the system returns to the New Hire Details page.
- If employees are completing tasks on-site, under the Task Progress section, select the Start button for a task when you are ready to have the new hire complete that step.
To print or download a PDF version of a completed
task, click the Print
icon for that task.
A separate browser page or window opens showing the task with the new hire's answers. Select to print or download the task.
- To remove a task from this hiring profile, select the Trash icon.