Checklists
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      1. Help Center
      2. Onboarding
      3. Checklists

      Adding an Onboarding checklist to a job

      When you add an Onboarding checklist to a job, people who you hire that applied to this job will automatically be assigned this checklist when you click the Hire button.

      You will add a checklist to a job in the ATS (rather than in Onboarding). To navigate to the ATS, click the CareerPlug logo in the top left corner of your screen, and then click Recruiting/ATS.

      Find the name of the job you want to edit on the Jobs page. Click the Edit button to edit the job.

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      Navigate to the Onboarding Settings section. All of your checklists will be here. Click the toggle next to a checklist name (or more than one) to add it and confirm who should sign/approve employees' forms in the drop-down menu.

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      If your checklists do not appear here, that means you have not yet activated Onboarding. More information: Onboarding Getting Started Guide

      Click Update Job Post when you are finished.

      You can also assign checklists to individual employees in Onboarding.