How to create Onboarding tasks for employees?
- From the dashboard >> Go to the left panel>> Click on the "Organization">> "HR Workflow Settings"
- On the "Details List">> click on "Onboarding Settings" then from the drop-down select "Onboarding Tasks"
- From the right side top select "+ Add Category" >> Label the template >> Save
- From the right side top select "+ Add Task" >> Label the Task >> Describe the task >> Select Category from the dropdown >> Assign to the reporting manager >> Select Due on >> Upload the attachment if required >> Set to whom it is applicable "All Employees/Some Employees/Specific Employees" >> Save