Tasks overview

Tasks are individual actions assigned to new hires or select employees in your organization during the onboarding process. 

You can assign tasks to all future onboarding new hires (who match the relevant criteria) or individually assign tasks to a single new hire.

Add a new task to your organization's onboarding plan

Owners, Coordinators, and users with custom task access can create onboarding tasks in Settings that will be assigned to all new hires organization-wide.

To get started, click Settings from the navigation bar. 

Navigate to Onboarding Plan > Tasks in the left panel, then click Add Task.

Fill out the Add task window to create a new task. You can use the following fields to provide more information about this task or set any criteria to match this task to specific new hires:

Name	The task's name. This will be visible to the assignee and to users with the appropriate permissions to view or configure tasks.
Details / Notes (optional)	An optional field where your organization can provide additional information about this task.
Task category	Every task must be categorized into one of the four key categories in Greenhouse Onboarding: Build Relationships, Job Training, Know the Company, or Logistics.
Due date	The due date for completing this task. You can set due dates on the new hire's start date or a custom date. You can also set tasks to have no due date.
Who is responsible for this task?	The assignee who should complete this task.
Assign date	The date that the assignee is notified about this task.
Add attachment	Click to add any document or attachment the assignee will need to complete this task.
Require attachment	Mark this checkbox to require the assignee to attach a document to complete the task.
Onboarding plan criteria	Use these fields to assign this task to specific new hires that match the criteria you define. New hires who do not fit the criteria will not be assigned the task.

When you're finished, click Save and Close.

Create a task for an individual new hire

Owners, Coordinators, managers with access to edit employee tasks, and users with custom task access can create new tasks for individual employees.

To add a new task to an individual's onboarding plan, use the Search bar to open this new hire's employee profile.

From the new hire's profile, select the Tasks tab.

Click Create a New Task.

Fill out the Add task window to create a new task. You can use the following fields to provide more information about this task or set any criteria to match this task to specific new hires:

Name	The task's name. This will be visible to the assignee and to users with the appropriate permissions to view or configure tasks.
Details / Notes (optional)	An optional field where your organization can provide additional information about this task.
Task category	Every task must be categorized into one of the four key categories in Greenhouse Onboarding: Build Relationships, Job Training, Know the Company, or Logistics.
Due date	The due date for completing this task. You can set due dates on the new hire's start date or a custom date. You can also set tasks to have no due date.
Assigned to	The assignee who should complete this task.
Add attachment	Click to add any document or attachment the assignee will need to complete this task.
Require attachment	Mark this checkbox to require the assignee to attach a document to complete the task.

When you're finished, click Save task.

Edit a task

Edit an organization-wide task

Users with the correct permissions can edit organization-wide onboarding tasks at any time.

Click Settings from the navigation bar. 

Navigate to Onboarding Plan > Tasks, then click an existing task from the Tasks page. 

Edit this organization-wide task's details in the Edit task window.

Click Save and Close when you're done. 

Edit an individual employee's task

Users with the correct permissions can edit an individual employee's task from their employee profile.

To get started, use the Search bar on your homepage to search for a new hire and open their employee profile.

From the employee's profile, navigate to the Tasks tab, then select an existing task.

Click Edit Task in the Task detail window to begin editing the task.

The Edit task window will open, allowing you to edit this employee's task. When you're done, click Save edits.

Delete a task

To delete a task, click Delete from the Edit task window. Click Yes, delete it to confirm the deletion. 

Additional resources

• Task report
• Reassign a task
• Manage plan tasks in bulk
• Manage your assigned onboarding tasks
• Mark task as complete
• Assign custom access to see and edit tasks
• Set manager access to view or edit tasks