Tasks
A task in Onboarding is either a form an employee needs to complete or a "non-form step" — like a physical task (for example, "Take a tour of the office") — that an employee needs to complete.
How do I assign a single task?
Most often a task will be assigned through a checklist. You can, however, assign single forms to an employee. First, edit the form (from Onboarding > Settings) and click the Assignable as Single Form? checkbox at the bottom of the page and Save the form.
Then, assign the form to an employee from the Onboarding page by clicking the Assign Tasks link next to the employee's name. The form will be available in the Employee or Manager Single Forms section (depending on who you selected to be responsible for completing the form).
Check the box next to the form, confirm the Document Signer in the Signs/Approves Form drop-down and click the Update Checklist Assignments button at the bottom of the page.
Note: You can only assign a single form, not a non-form task, in this way.
Checklists
A checklist in Onboarding is a collection of tasks that you want an employee to complete.
How do I assign a checklist?
Assign a checklist from the Onboarding page by clicking the Assign Tasks link near the bottom right of an employee’s name.
Check the box of the checklist you’d like to assign to the employee, confirm the Document Signer in the Signs/Approves Form drop-down, and click the Update Checklist Assignments button at the bottom of the page.
Do I have to manually assign checklists to all new hires?
No, your new hires will automatically be emailed a link to login and complete your default checklist immediately after you complete the Hire step on the ATS/Recruiting side of CareerPlug. However, in order for this automatic checklist assignment to occur, you must first activate Onboarding.