How can we help you?

Add Existing Task(s) for New Hire

CO.png

While your organization's Onboarding Plan(s) should cover the majority of relevant steps needed to successfully onboard New Hires, it is possible that your organization may need to occasionally add an additional task for a single New Hire. Adding an existing task to an individual's Onboarding Plan does not impact your company's overall Onboarding Plan. In this article, we will cover how to add a task already configured in your system to a New Hire's Onboarding Plan.

Note: If the task does not exist in your system, please click here to learn how to add a new task to an New Hire's Onboarding Plan.

To add an existing task to a New Hire's Onboarding Plan, click the Search icon Screen_Shot_2018-12-03_at_1.50.24_PM.png and use the provided field to search for the New Hire.

Screen_Shot_2018-12-03_at_1.51.12_PM.png

From the New Hire's profile, click Tasks and navigate to Add an Existing Task.

Screen_Shot_2018-12-03_at_2.28.37_PM.png

From the subsequent dialog box, use the provided filters to populate a list of tasks. Tasks that are already assigned to the New Hire's Onboarding Plan will be identified. To select a task(s), place a check in the box to the left of the task.

When finished, click Review Tasks.

Screen_Shot_2018-12-03_at_2.37.25_PM.png   

Review all the tasks selected. When finished, click Add Tasks.

Screen_Shot_2018-12-03_at_2.42.38_PM.png

All selected tasks will be added to the New Hire's Onboarding Plan.