Permissions: Coordinator, Owner, Manager with additional access to view and edit employee tasks, or user with custom access who can configure onboarding tasks for future employees

Product tier: Available for Greenhouse Welcome and Greenhouse Onboarding tiers

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.

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 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. 

Greenhouse Onboarding homepage with Settings tab highlighted

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

Tasks Settings page with Onboarding Plan Tasks and Add Task buttons highlighted

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.

Add task window for organization wide task in Settings with Save and Close button highlighted

Create a task for an individual new hire

Note: Adding a new task to an individual's onboarding plan doesn't impact your organization's overall onboarding plan.

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.

Greenhouse Onboarding homepage with Search bar filled out and new hire result appearing

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

Click Create a New Task.

Tasks tab on the new hire profile with Create a New Task button highlighted

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.

Add task window with Save task button highlighted

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. 

Greenhouse Onboarding homepage with Settings tab highlighted

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

Tasks Settings page with Onboarding Plan and Tasks buttons highlighted and existing organization wide task highlighted

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

Click Save and Close when you're done. 

Edit task window for organization wide task with Save and Close button highlighted

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.

Greenhouse Onboarding homepage with Search bar filled out and new hire result appearing

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

Tasks tab on the employee profile with existing task hovered over to click and highlighted

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

Task detail window with Edit Task button highlighted

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

Edit task window from employee profile with Save edits button highlighted

Delete a task

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

Note: Deleting a task is a permanent action that cannot be undone.

Additional resources