Create an onboarding task

Jean-Simon Bolduc
Jean-Simon Bolduc
  • Updated

1. Go to the "Admin > Human Resources > Onboarding/Offboarding > Task Management" section.

2. Select the "Onboarding" type.

3. Click on "Add".

4. Enter the name of the task.

5. Choose the delay from the date of hire, which is when this task should be automatically launched in an onboarding process.



For more information on the types of delays, please refer to the article Onboarding - Definition of "Delay".

6. Click on ''Save''.



As you create tasks, the "Save" button may no longer be visible, so be sure to scroll to the bottom of the page in order to click on "Save".



For more information on how to use tasks when creating welcome and onboarding templates, refer to the article Create Onboarding Templates.


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