Skip to main content

Onboarding Tasks

Onboarding Tasks are individual activities that new employees must complete as part of an onboarding plan.

Each onboarding plan can contain multiple tasks such as:

  • Submit documents
  • Complete compliance training
  • Collect laptop
  • Setup email
  • Attend orientation session

Where to Find Onboarding Tasks

  1. Go to: 
    Employees → Onboardings
  2. Select an onboarding plan.(You should already have a Onboarding Plan)
  3. Scroll down to the Onboarding Tasks section.

You will see:

  • A list of tasks
  • Add Task button

Step 1: Add a New Onboarding Task​

Click:

+ Add Onboarding Task
Listing Number Series

A side panel will open.

Step 2: Fill Task Details​

1️⃣ Task Name (Required)​

Enter a clear task title.

Examples:

  • Submit ID Proof
  • Complete Security Training
  • Collect Office Access Card

Keep it short and meaningful.

Listing Number Series

2️⃣ Accountable Person (Required)​

Select the employee responsible for completing this task.

This could be:

  • The new employee
  • HR
  • IT team member
  • Manager

The selected person will be responsible for the task.

3️⃣ Due Time (Required)​

Enter the number of days within which the task must be completed.

Example:

  • 3 → Task due within 3 days of onboarding start
  • 7 → Task due within 7 days

This defines the deadline.

4️⃣ Send Reminder (Optional)​

Enable the checkbox if you want automatic reminders.

If enabled:

You must enter:

Reminder Before Days (Required if reminder enabled)​

Example:

  • Due Time = 7 days
  • Reminder Before Days = 2

This means: Reminder will be sent 2 days before the task is due.

Important: Reminder days cannot be greater than due time.

5️⃣ Description (Optional)​

Explain the task in detail.

Example:

  • Upload scanned copy of government ID.
  • Complete internal security training module.
  • Meet IT for device allocation.

You may:

  • Write manually
  • Use AI to generate a description

Step 3: Save the Task​

Click:

Save

If all required fields are filled correctly:

  • Task is created
  • It appears in the task list
  • It becomes part of the onboarding plan
Listing Number Series

Viewing Tasks​

In the task list, you can see:

  • Task Name
  • Accountable Person
  • Due Time (in days)
  • Whether Reminder is enabled
  • Reminder days (if applicable)

Click on the task name or eye icon to view details.

Edit a Task​

  1. Click the Edit icon
Listing Number Series
  1. Update fields
  2. Click Save
Listing Number Series

You can modify:

  • Name
  • Accountable person
  • Due time
  • Reminder settings
  • Description

Delete a Task​

  1. Click the Delete icon
  2. Confirm deletion
Listing Number Series

Once deleted:

  • Task is permanently removed
  • It will no longer be assigned

Important Rules for First-Time Users​

  • Every task must have a due time.
  • If reminder is enabled, reminder days are mandatory.
  • Reminder days must be less than or equal to due time.
  • Assign the correct accountable person.
  • Keep task names clear and specific.

Example Onboarding Plan with Tasks​

Onboarding Plan:

Software Developer Onboarding

Tasks:

  1. Submit Documents (Due: 2 days)
  2. Collect Laptop (Due: 1 day)
  3. Complete Security Training (Due: 5 days, Reminder: 1 day before)
  4. Attend Team Introduction (Due: 3 days)

This ensures a structured onboarding process.

Summary​

Onboarding Tasks allow you to:

  • Break onboarding into actionable steps
  • Assign responsibility
  • Set deadlines
  • Enable reminders
  • Track structured progress

By organizing onboarding into tasks, you ensure every new employee completes all required steps smoothly.