Removing a task from an employee

To delete a checklist step, first decide if you want to remove a checklist step from just one employee's checklist, or for all current and future employees who are assigned this checklist.

To remove a checklist step from just one employee’s checklist:

If you have Admin access in Onboarding, you have the ability to remove a specific task from an employee's checklist if that employee shouldn't complete it. To do so, find the employee on the Currently Onboarding page and click the Employee’s name to view their tasks.

Click on any task that an employee doesn’t need to complete.

Click Skip on the Task Details page.

That task will then be removed from the employee's tasks tab.

To remove a checklist step for all employees:

In Onboarding, navigate to your Settings page (Account > Settings). In the Checklist section, click the Edit link next to the checklist whose task you wish to remove.

Click the red X next to any checklist step you wish to delete.

Click Update Checklist when you are finished.

When you delete a checklist step, that step will be removed from any future checklist assignments, as well as any current checklist assignments.