When do I need to assign a checklist to an employee?

Employee was hired through the CareerPlug ATS
If you hired an employee through the ATS and completed the Hire step by clicking the Hire button, that employee will automatically be added to Onboarding. If you have a default checklist set on the job they applied to, the new employee will be assigned that checklist and will be emailed instructions about how to log in and begin completing tasks.
 
Employee was an existing ATS user
If the employee is an existing user of the ATS, the employee should click on the ATS dropdown in the upper left-hand side of their CareerPlug account and select Onboarding. Their record will then appear on your Employees tab in Onboarding. You will need to manually assign them a checklist by going to the Onboarding page and clicking Assign Tasks to the right of their name. More info: How do I assign tasks to an employee in Onboarding?
 
Not hired through the ATS & not an existing ATS user

In Onboarding, navigate to the Employees tab and click Add Employee. You will need to manually assign them a checklist by going to the Onboarding page and clicking Assign Tasks. More info: How do I assign tasks to an employee in Onboarding?


How do I assign a checklist?

Assign a checklist from the Onboarding tab by clicking Assign Tasks next to the 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.
 

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