Creating an Onboarding checklist

In Onboarding, navigate to your Settings page (Account > Settings). In the Checklist section, click the New Checklist button.

Choose whether you want to create an Employee Checklist or a Manager Checklist.

When you create a new checklist, you'll most likely want to click the Part of the Onboarding Process checkbox to have the option to have the checklist assigned to new hires.

When you create the checklist, you have the option to add forms you've created or non-form steps. When you add a form, you can add a deadline by completing the Complete By Days field. Add as many steps as you need by clicking the Add New Step button.

Click Create Checklist at the bottom of the page when you're done, and you're ready to assign the checklist to an employee or new hire.