Onboarding tasks within People by Wagepoint are templated tasks that can be assigned to a new hire, or to HR Managers/Managers/HR Support in your system. Once you have your tasks created, you'll select those tasks that apply to a new hire from their Onboarding setup page. Onboarding tasks only need to be created once, then shared with each new hire when they get started.
Creating Categories
Create categories for your tasks to help easily organize your checklist, as well as to quickly select tasks for new hires. For example, you can have a category for "All Employees" for those tasks that apply to every new hire. Have a distributed team? Create a "Remote Employees" category for tasks that only remote new hires need to complete. You can also create categories for each department for easy organization.
To create categories, click the "+ Add Category" button at the bottom of your screen, enter the category name and save.
Creating Tasks
Under Tasks, select "Onboarding Tasks" and click Add onboarding task from the top right of your screen
Enter a task name, description, and assignee for the task. An onboarding task can be assigned to the new employee, Manager, HR Manager, or HR Support user
Set a due date for the task by selecting the number of days, weeks, or months before or after a new hire's start date
Categorize the task
Click Save Task
Once Onboarding Tasks are created, they will be available to add to a new hire's onboarding page.