To set which forms your new hires should complete, you’ll create checklists with the tasks (forms) added to them. You’ll then assign these checklists to employees, and they will be instructed to complete the tasks.

Creating a checklist 

On the Onboarding system, navigate to your Settings page (Account > Settings). In the Checklist section, click the New Checklist button.


Choose whether you want to create an employee or a manager checklist:

Choose checklist type

When you create a new checklist, you'll most likely want to check the box next to "Part of the Onboarding Process" to have the option to have the checklist assigned to new hires.

When creating the checklist, you have the option to add forms you've created or non-form steps. Add as many steps as you would like by clicking the Add New Step button.

Add Step info

Click Create Checklist when you are finished, and you're ready to assign the checklist to an employee or new hire.

How do I assign a checklist?

You can assign a checklist to an employee on the Onboarding tab. Click the Assign Tasks link to the right of an employee’s name. 

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Check the box next to the checklist you’d like to assign to the employee, confirm the Document Signer in the Signs/Approves Form drop-down, and click the Update Checklist Assignments button at the bottom of the page.

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