What is a task?

A task in Onboarding is either a form an employee needs to complete or a "non-form step" — like a physical task (for example, "Take a tour of the office") — that an employee needs to complete.
 

How do I assign a single task?

Most often a task will be assigned through a checklist. (More info: How do I add or remove an Onboarding checklist from an employee?) You can, however, assign single forms to an employee. First, edit the form (from Onboarding > Settings) and check the box next to "Assignable as Single Form" at the bottom of the page and Save the form.

Assign as Single Form
 

Then, assign the form to an employee from the Onboarding page by clicking the Assign Tasks link next to the employee's name. The form will be available in the Employee or Manager Single Forms section (depending on who you selected as responsible for completing the form).
 

Employee Single Forms

Check the box next to the form, confirm the Document Signer in the Signs/Approves Form drop-down and click the Update Checklist Assignments button at the bottom of the page.

Note: You can only assign a single form, not a non-form task, in this way.
 

What is a checklist?

A checklist in onboarding is a collection of tasks that you want an employee to complete. 


How do I assign a checklist?

Assign a checklist from the Onboarding page by clicking the Assign Tasks link near the bottom right of an employee’s name.

User-added image

Check the box of 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.

User-added image

 

Do I have to manually assign checklists to all new hires?

No, your new hires will automatically be emailed with a link to log in and complete your default checklist immediately after you complete the Hire step on the ATS/Recruiting side of CareerPlug. However, in order for this automatic checklist assignment to occur, you must first activate onboarding. More info: I'm ready to start having new hires complete checklists. How do I activate the Onboarding process?