Creating Onboarding Tasks

As we already know the purpose and importance of Onboarding Tasks, let's learn how to create them։


  1. Navigate to Settings ⚙ and open the On/Offboarding → Onboarding Tasks section.
  2. Click the + Add button.
  3. Enter Task Information:
    • Specify the Title of the task.
    • Choose the Type of the task: 

    1. General: Common tasks that cover a wide spectrum of activities or actions, such as setting up workspaces, providing equipment, or conducting introductory meetings. Choose the assignee: Employee, Employee Group, User Role, Reports to. You may leave this field blank and assign the appropriate employees later when assigning specific tasks for the onboarding process.
    In the Task details field select the type for your task visual:
      • Instruction: in the Details field enter general instructions of the task that should serve as a hint for the task assignee.
      • Checkbox: specify the title of the checkbox and make it required or optional.
      • File to Upload: here you will need to pick a Category of the file/document and enter its title to let the assignee know what s/he needs to upload.
      • File to Download: enter the title of the Document you are going to provide and browse it for your device so that the assignee can download it.

    Note: Please be aware that the Assignee field does not appear when selecting the Email type. The email letters will be received by the employees indicated within the email form. See below for details:

    2. Email: these are the tasks that involve sending different types of emails (Welcome email, Onboarding schedule email, etc.) during the onboarding process within the recommended dates.
      • In the Task Details field specify the From field, which will indicate for the recipient the name of the person who sent the email.
      • In the To field, enter the recipient's email address.
      • Specify the Subject and add any attachments if needed.
      • Finally enter the body of the email using the tools available in the editor.
      • Do not forget to add Variables from Company, Employee, and Recipient to your email to make it more personalized.

    You can delete an onboarding task by clicking on the Bin icon 🗑. However, it is not possible to remove a task that is used in the onboarding template.


    Congratulations! You have successfully created your onboarding tasks. Stay tuned to proceed to the second step of the onboarding process configurations - onboarding template setup.

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