Link a task to an onboarding template

Jean-Simon Bolduc
Jean-Simon Bolduc
  • Updated

1. Go to the ''Admin > Human resources > Onboarding / Offboarding > Template management'' section.

2. Select ''Onboarding'' in the "Type" drop-down menu.

3. Select the template to be modified and the list of tasks will be displayed.

4. Click on ''Add''.

5. A window will appear, select the task to add and the desired order of this task from the list.

6. Click on ''Add''.

 

WARNING :

The task will be added to the list without special distinction, it is important to save the template.

 

7. Click on ''Save''.

 

WARNING :

The task will not be automatically added for a welcome and onboarding process that is already running. The task will only be added for all new onboarding processes that are not yet triggered.

 

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