![CareerPlug-Logo-2025.png]](https://support.careerplug.com/hs-fs/hubfs/CareerPlug-Logo-2025.png?width=230&height=40&name=CareerPlug-Logo-2025.png){kind=logo}
Onboard: Management
Build and manage custom Workflows, create checklists, configure onboarding settings, and track progress.
Onboarding Configuration (Classic)
- Editing a form in Onboarding
- Creating an Onboarding form
- Creating an employee record form
- Adding fields to PDF forms
- Onboarding forms settings
- Configuring Onboarding notification settings
- Activating Onboarding
- Configuring the Onboarding welcome email to employees
- Best practice: Add a test employee to Onboarding
- Adding custom fields in Onboarding
- Adding an employee to Onboarding
- Changing the default document signer in Onboarding
- Classic Onboarding Getting Started Guide - Managers
- Classic Onboarding Getting Started Guide - Administrators
Checklists (Classic)
- Changing the state-specific form assigned to an employee
- Resetting an Onboarding form when someone makes an error
- Selecting forms for new hires to complete
- Assigning tasks to an employee in Onboarding
- Removing a task from an employee
- Adding or removing an Onboarding checklist for an employee
- Adding an Onboarding checklist to a job
- Adding forms to a checklist
- Changing the signer/approver for an Onboarding checklist
- Creating an Onboarding checklist
- How to automatically assign an Onboarding checklist when an applicant is hired
- Onboarding manager checklist
- Removing a checklist step
- Setting the checklist new hires should complete
- Unassigning an Onboarding checklist
- Editing an Onboarding checklist
- Using checklists and tasks