Tasks are individual assignable actions performed by either new hires or select members of your organization during the onboarding process.
Tasks can be assigned to all future onboarding new hires (who match the relevant criteria) or individually assigned to a single new hire.
Note: Tasks are separate from new hire goals. While tasks are commonly used to complete more administrative actions, onboarding goals allow hiring managers to define what success looks like in a new hire's role and provide clear objectives for their first 30 days.
Add a new task to onboarding plan
To add a new task to your organization's onboarding plan, click Settings from the navigation bar.
Click Tasks under Onboarding Plan in the left-side panel, then click Add Task.
Use the Add task dialog box to configure the new task. Reference the table below for more information on the fields:
| Name | The name of the task. This will be visible by both other users with the appropriate permissions to configure tasks and the assignee. |
| Task category | Every task must be categorized into one of the 4 key categories in Greenhouse Onboarding: Build Relationships, Job Training, Know the Company, or Logistics. |
| Details (optional) | An optional field where your organization can provide the assignee with additional information regarding the task. |
| Due date | The date that the assignee should have the task completed. Due dates can be configured to be on the new hire's start date, a custom date, or have no due date. |
| Who is responsible for this task? | The assignee of the task. |
| Assign date | The date that the assignee is notified that the task needs to be completed |
| Required attachments | Check if the assignee needs to attach a document to the task |
| Filter criteria | Use these fields to only have the task assigned to new hires that match the criteria you designate. new hires who do not fit the criteria will not be assigned the task. |
| Add attachment | Click to add any attachment the assignee will need. |
When finished, click Save and Close.
The new task will be added to your organization's onboarding plan!
Add a new task for individual new hire
Note: Adding a new task to an individual's onboarding plan doesn't impact your company's overall onboarding plan.
To add a new task to an individual's onboarding plan, find your new hire via the Search bar.
From the new hire's profile, click the Tasks tab, and then click Create a New Task.
Use the subsequent box to configure the new task. Reference the table below for more information on the fields:
| Name | The name of the task. This will be visible by both other users with the appropriate permissions to configure tasks and the assignee. |
| Task Category | Every task must be categorized into one of the 4 key categories in Greenhouse Onboarding: Build Relationships, Job Training, Know the Company, or Logistics. |
| Details (optional) | An optional field where your organization can provide the assignee with additional information regarding the task. |
| Due date | The date that the assignee should have the task completed. Due dates can be configured to be on the new hire's start date, a custom date, or have no due date. |
| Who is responsible for this task? | The assignee of the task. |
| Assign date | The date that the assignee is notified that the task needs to be completed. |
| Required attachments | Check if the assignee needs to attach a document to the task |
| Add attachment | Click to add any attachment the assignee will need. |
When finished, click Save task.
The new task will be added to the new hire's onboarding plan!
Edit a task
To edit a task, click Settings from the navigation bar.
Click Tasks under Onboarding Plan in the left-side panel, then select a task from the list.
Make your edits in the Edit task dialog box. You can edit fields such as the name, details/notes, task category, due date, onboarding plan criteria, and more.
Click Save and Close when you finish.
To delete a task, click Delete from the Edit task dialog box. Then, click Yes, delete it to confirm the action.
Note: Deleting a task is a permanent action that cannot be undone.