Joiner checklists

A checklist for every new joiner: the contract, your country's registrations, the bank account, medical insurance, equipment and access, the induction and the probation review, each task given to HR, the manager, IT, finance or the employee with a due day counted from the start day. Part of the Onboarding & exit checklists add-on.

Steps

  1. Open Onboarding & exit → Checklists. Joiners shows every joiner's checklist in progress, how far it is and the next task.
  2. Press New checklist (or Open joiner checklist next to someone who joined lately), choose Joining, the employee, the list and the start day, then press Open checklist.
  3. Press a checklist to open it. Press Done on each task as it is finished, or Skip with the reason when it does not apply; required tasks are always done.
  4. When every task is done or skipped, press Close checklist. It moves to Closed.

Tips

  • Overdue tasks stand out in amber, and the counts at the top show what is overdue and what falls due this week.
  • The manager's and the employee's tasks go to their own users once they are linked on Checklist set-up → People.

In the app, press F1 or ? on this screen to open this guide next to your work.

This guide belongs to the Onboarding & exit checklists module. Learn more

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