Onboarding · Questions
Onboarding: questions and answers
Short answers about reopening a checklist, changing tasks, who ticks them, deleting, what happens when someone leaves, and how Onboarding fits with People.
Common questions
- If I untick a task, does the checklist reopen?
Yes. It goes back to “In progress” until every task is ticked again. The person's status stays as it is.
- Can I add a task to one person's checklist?
No. Tasks come from the template. To change what future hires get, edit the template.
- Are tasks assigned to someone?
No. A checklist belongs to the new hire, and anyone whose role can edit Onboarding can tick its tasks.
- Can I delete a template or a checklist?
No. Edit a template to change what future hires get. A finished checklist leaves “In progress” and stays under “All”, marked “Completed”.
- Which new records does the automation cover?
Every new employee record gets a checklist, whether it was added on People, from a member on Settings › Members or by hiring a candidate in Recruitment.
- What happens to a checklist when someone leaves?
Setting them to Offboarded closes a checklist still running for them: it leaves “In progress” and stays under “All”, marked “Closed (left)”, with its tasks as they were, so you can still see what was done. It is read-only from then on: nobody can tick or untick its tasks.
- Does Onboarding need People switched on?
Yes. Checklists belong to employee records.
Read next
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