This guide is for Admin, HR users, Line managers

The bulk assign onboarding tasks tool allows you to assign multiple onboarding tasks to an employee at once. This guide will walk you through the steps to easily allocate tasks and ensure a smooth onboarding experience for new starters.

Onboarding tasks can be managed by going to Company > Onboarding tasks.

Here you will find a list of all the onboarding tasks that have been created, along with the ability to add new onboarding tasks by clicking the '+' button.

Select the onboarding tasks that are to be allocated to an employee > Select an employee > bulk update > assign.

For tasks that require completion by a specific date, you can easily set due dates within the employee's record.

This can be actioned by going to an employee profile > More > Onboarding Tasks > Click the edit icon against a task > Enter a Due date > update task.

For an in-depth overview of the Onboarding tasks module, check out the guide below:

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