---
title: "Onboard: Management | Help Center"
description: Build and manage custom Workflows, create checklists, configure onboarding settings, and track progress.
---
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1. [Help Center](https://support.careerplug.com/)
2. [Onboard: Management](https://support.careerplug.com/onboard-management)
# Onboard: Management
Build and manage custom Workflows, create checklists, configure onboarding settings, and track progress.
## Onboarding Configuration (Classic)
- [Classic Onboarding Getting Started Guide - Administrators](https://support.careerplug.com/classic-onboarding-getting-started-guide-administrators)
- [Onboarding forms settings](https://support.careerplug.com/onboarding-forms-settings)
- [Configuring the Onboarding welcome email to employees](https://support.careerplug.com/configuring-the-onboarding-welcome-email-to-employees)
- [Creating an Onboarding form](https://support.careerplug.com/creating-an-onboarding-form)
- [Editing a form in Onboarding](https://support.careerplug.com/editing-a-form-in-onboarding)
- [Activating Onboarding](https://support.careerplug.com/activating-onboarding)
- [Best practice: Add a test employee to Onboarding](https://support.careerplug.com/best-practice-add-a-test-employee-to-onboarding)
- [Adding custom fields in Onboarding](https://support.careerplug.com/adding-custom-fields-in-onboarding)
- [Classic Onboarding Getting Started Guide - Managers](https://support.careerplug.com/classic-onboarding-getting-started-guide-managers)
- [Adding an employee to Onboarding](https://support.careerplug.com/adding-an-employee-to-onboarding)
- [Adding fields to PDF forms](https://support.careerplug.com/adding-fields-to-pdf-forms)
- [Configuring Onboarding notification settings](https://support.careerplug.com/configuring-onboarding-notification-settings)
- [Changing the default document signer in Onboarding](https://support.careerplug.com/changing-the-default-document-signer-in-onboarding)
- [Creating an employee record form](https://support.careerplug.com/creating-an-employee-record-form)
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## Checklists (Classic)
- [Assigning tasks to an employee in Onboarding](https://support.careerplug.com/assigning-tasks-to-an-employee-in-onboarding)
- [Resetting an Onboarding form when someone makes an error](https://support.careerplug.com/resetting-an-onboarding-form-when-someone-makes-an-error)
- [Selecting forms for new hires to complete](https://support.careerplug.com/selecting-forms-for-new-hires-to-complete)
- [Changing the state-specific form assigned to an employee](https://support.careerplug.com/changing-the-state-specific-form-assigned-to-an-employee)
- [Changing the signer/approver for an Onboarding checklist](https://support.careerplug.com/changing-the-signer-approver-for-an-onboarding-checklist)
- [Using checklists and tasks](https://support.careerplug.com/using-checklists-and-tasks)
- [Creating an Onboarding checklist](https://support.careerplug.com/creating-an-onboarding-checklist)
- [Adding an Onboarding checklist to a job](https://support.careerplug.com/adding-an-onboarding-checklist-to-a-job)
- [Adding or removing an Onboarding checklist for an employee](https://support.careerplug.com/adding-or-removing-an-onboarding-checklist-for-an-employee)
- [Adding forms to a checklist](https://support.careerplug.com/adding-forms-to-a-checklist)
- [Editing an Onboarding checklist](https://support.careerplug.com/editing-an-onboarding-checklist)
- [How to automatically assign an Onboarding checklist when an applicant is hired](https://support.careerplug.com/how-to-automatically-assign-an-onboarding-checklist-when-an-applicant-is-hired)
- [Onboarding manager checklist](https://support.careerplug.com/onboarding-manager-checklist)
- [Setting the checklist new hires should complete](https://support.careerplug.com/setting-the-checklist-new-hires-should-complete)
- [Removing a task from an employee](https://support.careerplug.com/removing-a-task-from-an-employee)
- [Unassigning an Onboarding checklist](https://support.careerplug.com/unassigning-an-onboarding-checklist)
- [Removing a checklist step](https://support.careerplug.com/removing-a-checklist-step)
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## Completed Onboarding
- [Finding an employee's completed hiring forms or documents](https://support.careerplug.com/finding-an-employee-s-completed-hiring-forms-or-documents)
- [Signing and approving forms](https://support.careerplug.com/signing-and-approving-forms)
- [How to download employee forms](https://support.careerplug.com/how-to-download-employee-forms)
- [Assigning forms to current employees](https://support.careerplug.com/assigning-forms-to-current-employees)
- [Handling rehires' Onboarding paperwork](https://support.careerplug.com/handling-rehires-onboarding-paperwork)
- [How to see completed Onboarding forms or documents](https://support.careerplug.com/how-to-see-completed-onboarding-forms-or-documents)
- [Printing completed forms](https://support.careerplug.com/printing-completed-forms)
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- [Troubleshooting](https://support.careerplug.com/troubleshooting#main-content)
- [Contacting Support](https://support.careerplug.com/troubleshooting#contacting-support)
- [Top Support Issues](https://support.careerplug.com/troubleshooting#top-support-issues)
- [Video Library](https://support.careerplug.com/troubleshooting#video-library)
- [Account](https://support.careerplug.com/account#main-content)
- [Billing](https://support.careerplug.com/account#billing)
- [Account Management](https://support.careerplug.com/account#account-management)
- [Account Configuration](https://support.careerplug.com/account#account-configuration)
- [Notifications](https://support.careerplug.com/account#notifications)
- [Getting Started](https://support.careerplug.com/account#getting-started)
- [What's New?](https://support.careerplug.com/whats-new#main-content)
- [Monthly Updates](https://support.careerplug.com/whats-new#monthly-updates)
- [Announcements](https://support.careerplug.com/whats-new#announcements)
- [Attract: Job Postings](https://support.careerplug.com/attract-job-postings#main-content)
- [Hiring Process](https://support.careerplug.com/attract-job-postings#hiring-process)
- [New Job Postings](https://support.careerplug.com/attract-job-postings#new-job-postings)
- [Existing Job Postings](https://support.careerplug.com/attract-job-postings#existing-job-postings)
- [Attract: Targeted Recruiting](https://support.careerplug.com/attract-targeted-recruiting#main-content)
- [Careers Page](https://support.careerplug.com/attract-targeted-recruiting#careers-page)
- [Job Boards](https://support.careerplug.com/attract-targeted-recruiting#job-boards)
- [Additional Sources](https://support.careerplug.com/attract-targeted-recruiting#additional-sources)
- [Evaluate: Communication](https://support.careerplug.com/evaluate-communication#main-content)
- [Applicant Management](https://support.careerplug.com/evaluate-communication#applicant-management)
- [Applicant Tracking](https://support.careerplug.com/evaluate-communication#applicant-tracking)
- [Messages](https://support.careerplug.com/evaluate-communication#messages)
- [Contacting Applicants](https://support.careerplug.com/evaluate-communication#contacting-applicants)
- [Evaluate: Interviews](https://support.careerplug.com/evaluate-interviews#main-content)
- [Pre-Interview](https://support.careerplug.com/evaluate-interviews#pre-interview)
- [Post-Interview](https://support.careerplug.com/evaluate-interviews#post-interview)
- [Assessments](https://support.careerplug.com/evaluate-interviews#assessments)
- [Onboard: New Hires](https://support.careerplug.com/onboard-new-hires#main-content)
- [Making Your Hire](https://support.careerplug.com/onboard-new-hires#making-your-hire)
- [New Hire Assignments](https://support.careerplug.com/onboard-new-hires#new-hire-assignments)
- [Employee Access](https://support.careerplug.com/onboard-new-hires#employee-access)
- [Onboard: Management](https://support.careerplug.com/onboard-management#main-content)
- [Onboarding Configuration (Classic)](https://support.careerplug.com/onboard-management#onboarding-configuration-classic)
- [Checklists (Classic)](https://support.careerplug.com/onboard-management#checklists-classic)
- [Completed Onboarding](https://support.careerplug.com/onboard-management#completed-onboarding)
- [Engage: Existing Employees](https://support.careerplug.com/engage-existing-employees#main-content)
- [Integrations](https://support.careerplug.com/engage-existing-employees#integrations)
- [Employer Forms](https://support.careerplug.com/engage-existing-employees#employer-forms)
- [Employee Retention](https://support.careerplug.com/engage-existing-employees#employee-retention)
- [Engage: Reporting](https://support.careerplug.com/engage-reporting#main-content)
- [Charts](https://support.careerplug.com/engage-reporting#charts)
- [Reporting](https://support.careerplug.com/engage-reporting#reporting)
- [Compliance](https://support.careerplug.com/engage-reporting#compliance)
- [Marketplace](https://support.careerplug.com/marketplace)
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