Adding or removing an Onboarding checklist for an employee

Assigning a checklist

Assign a checklist from the Onboarding page by clicking on the Assign Tasks link next to the employee’s name.

Check the box of the checklist you’d like to assign to the employee and click the Update Checklist Assignments button at the bottom of the page. The employee will be notified and the tasks will be added to the employee's Tasks tab.

Removing a checklist

To remove a checklist assignment from an employee, locate the employee on the Onboarding page and click the Assign Tasks link. Simply un-check the box next to the checklist name you wish to remove from the employee and then click the Update Checklist Assignments button at the bottom of the page. All tasks from this checklist will be removed from the employee.

Click here to learn how to remove a single task from an employee rather than removing the whole checklist.

Need to assign a checklist to multiple employees?

Go to the Settings Page (Account > Settings) and click the Assign link next to the Checklist in the Checklists section.

Select which employees you wish to assign that checklist, set the document signer for the checklist, and then click the Assign button.