Onboarding Templates
| Template Name |
Active For |
Stages |
Approval |
Last Updated |
Action |
| Employee |
Department |
Assigned Template |
Progress |
Status |
| Template Name |
Active For |
Stages |
Approval |
Last Updated |
Action |
Create Onboarding Template
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1
General Information
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2
Task for Everyone
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3
Task for Employee with Certain Criteria
Criteria
Tasks in this step only apply to employees who match the selected criteria.
Tasks for Matching Employees
| Type |
Task Name |
Start |
Deadline |
Assigned To |
Action |
Preview — this is what a new hire sees on their onboarding task list
My Onboarding Tasks