With the onboarding checklist, users can navigate and manage every employee's onboarding efficiently.
Here is how to view an employee's onboarding checklist:
STEP 1: Go to Onboarding.
STEP 2: Go to In Progress.
STEP 3: Look for the employee's name then click View.
An Overview of the checklist
After following the steps above, you will be directed to the employee's checklist:
Each form is considered a step to check off. In the example above, the employee is already done with Basic Information thus the green check before New hire submission. You will also see the completion date.
Note that the View button for Basic Information is not greyed out, unlike the one on W-4 Form. This is because the latter is not yet completed. You have to wait for the employee to complete a step before you can view it.
Besides the employee, you also have a checklist to complete on your end. You can view this by going to the Your Tasks tab:
Sharing and copying the onboarding link from the checklist
Besides its main function, you can also locate in the checklist the onboarding link should you need to resend it to the employee.
Here is the pop-up that will show after you click Share Onboarding Link:
You can opt to resend either via email or text. You may also choose both.
If you want to check what the process looks like on the employee's end, you can click Copy onboarding link and then paste the link to your browser's address bar.
Want to talk to our Support team? Look for the Intercom icon at the bottom right part of your dashboard and click on new conversation, or send an email to email@example.com.