How do I Assign an Onboarding Checklist to Staff?
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Next, go to the staff member's profile by clicking on their name.
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From here, navigate to the Onboarding tab, located within the Job tab.
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You can then assign a pre-made checklist to the staff member by clicking Use existing checklist, or simply add tasks to their profile by clicking + Add a new task.
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Using an Existing Checklist
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From here you can select the checklist you wish to use.
Adding a New Task
Clicking + Add a new task will prompt a new dialog box to open.
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Here you can add a Task name, Description, Due date, Attach files to the task and Assign task to a specific member of staff to complete.
Replacing the Checklist
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Clicking this will generate the dialog where you can choose another checklist to use, and this will replace the one currently in use.