The checklist's settings appear at the top of the checklist's edit page. Make sure to click Update Checklist when you're finished.
Onboarding checklists are sets of tasks that usually include forms, for example, the federal W-4 or I-9.
The Primary Onboarding Checklist that your CareerPlug account comes with by default includes the W-4, I-9, and state-specific tax forms. The correct state-specific form is assigned to the employee based on their 'Employment State' (in the Management section of their employee record).
You are free to edit the Primary Onboarding Checklist or create your own. Here's how to create your own checklist: How do I create a new onboarding checklist?
When you first navigate to Onboarding, you'll land on the Onboarding sub-page (makes sense, right?). To find your checklists, click the Account drop-down menu and select Settings.
Editing a checklist
Scroll to the 'Checklists' area and click the 'Edit' link next to the checklist you want to change.
On the next page, you can make any of the following actions.
Edit the checklist settings
Edit the checklist name to identify it from other checklists. Change the checklist category (most people use Onboarding as the category). Select whether the checklist should be part of the onboarding process — this means it will be available to be selected on jobs you post in CareerPlug. Finally, you can adjust the default signer/approver. You will have the option to change the signer/approver on a job when you associate a checklist with that job, but you can set who will be the default here. More info: How do I change the signer on a checklist?
If you're finished editing, click Update Checklist at the bottom of the page.
To add a task, scroll to the bottom of the checklist. Click Add New Step.
Add a task
First, select whether a form is required for this step from the drop-down menu. You will be able to choose a form that has already been created on your account. More information about creating your own forms (separate from the federal forms CareerPlug provides): How do I create an Onboarding form?
If the step requires a form, you won't need to name the step because the step name will be the form name. If the step is a physical task rather than a form (like 'get your office key'), please name the step.
Set the Complete-By Days: days after being hired (first day of employment) that the employee should complete this task. You can use negative numbers if they should complete the task before their first day of employment.
If adding this task is the only change you want to make, you're ready to click Update Checklist.
To remove a task from a checklist, simply click the red X to the right of the task name and then click Update Checklist.
Remove a task
To reorder tasks, click the green arrow icon to the left of a checklist step and drag the step to its appropriate place in the checklist.
A deadline for a task is set using the Complete-By Days field on a task. Complete-By Days are the number of days after being hired (first day of employment) that the employee should complete this task. You can use negative numbers if they should complete the task before their first day of employment.
Set deadlines for tasks
Click Update Checklist when you're finished.
The checklist's settings appear at the top of the checklist's edit page.
Make sure to click Update Checklist when you're finished.