Access
You can access the new hire onboarding task list from your dashboard by clicking “"New hire tasks" in the Offers tile.
You can also access the task list by selecting "My new hire tasks" from the three stacked bars menu, aka hamburger menu, located in the upper left corner.
My New Hires
Your new hires will be listed. Click “View all tasks" to the right to open the task list for a specific new hire.
New Hire Tasks
New hire tasks are visible to the supervisor and the onboarding delegate (if assigned). The employee's name, start date, and position title are referenced in the upper left corner. Tasks are assigned to the new hire and/or their manager (supervisor) as listed under the "Assigned to" column. You can view the task content by clicking on the title.
Task Status
The status can be found in the "Status" column. Overdue tasks will display with the status in red and include the due date. Completed tasks will display the status in green.
Editing Tasks
You can edit incomplete tasks using the pencil icon. Take care when editing tasks, these lists are designed to ensure new employees have important information. Editing task lists may result in new hires missing important information.
Creating Tasks
You can create new tasks by clicking the 'Add new task' button located at the top of the task list.
You can also create a new task by clicking the '+Add' button to the right of each group header.
Each task requires a title, group selection, and assignment to either the employee, supervisor, or both.
This will copy the task to your 'favorites' menu which can be accessed by clicking the down symbol next to 'My Favorite Tasks' in the right side bar. This will allow you to easily add the same task to any new hire task list.
Optional Tasks
You will also see the option to 'Add optional tasks'. Currently, optional tasks are not available for selection.
