My HR tasks
The joining and leaving tasks given to you, soonest first: as HR, IT or finance, as the manager of a new joiner, or your own as a joiner giving your bank account. Part of the Onboarding & exit checklists add-on.
Steps
- Open Onboarding & exit → My HR tasks. Each task shows who it is for, by when, and whether it is overdue.
- Press Done when you have finished a task, or Skip with the reason when it does not apply to this person.
- What you did lately shows below; press Undo if you ticked one by mistake.
Tips
- Your user must be linked to your employee record to get the tasks you do as a manager or as the employee; HR links it 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
Related guides
More guides in Customers, vendors & HR
- Customers
- Vendors
- Vendor categories
- Employees
- Documents
- Document types
- Expiring board
- Government transactions
- Matters
- Conflict check
- Time & billing
- Hearings & deadlines
- Trust money
- Legal templates
- Patient records
- Prakriti assessment
- Therapy courses
- Retreat guests and Form C
- Dental chart
- Nursing charts
- Discharge & records
- Service board
- Service jobs
- Service catalogue
- Client portal
- Portal users
- Pipeline
- Leads
- Conversion report
- Accounts
- Quote follow-ups
- Lost demand
- WhatsApp inbox
- Canned replies
- Attendance today
- My check-in
- Monthly attendance sheet
- Shifts & roster
- Leave requests
- My leave
- Team calendar
- Leave balances
- Leave types & set-up
- Payroll runs
- Check, approve, post and pay
- My payslips
- Payroll set-up
- Checklist set-up
- Read a document with AI
- Salary payments
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