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''.



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


7. Click on ''Save''.



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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