Onboarding · How-to
Tick off onboarding tasks
Open a new hire's checklist, tick tasks as they are done, and let the checklist finish itself.
Open the checklist
On Onboarding, click a card. The checklist opens with each task and its due date.
Tick a task
Tick a task when it is done, and untick it if it was ticked by mistake. Ticking needs a role that can edit Onboarding; without it the boxes are greyed out. A closed checklist, whose person has left, says so at the top and cannot be ticked at all.
Watch the progress
The checklist shows how many tasks are complete out of the total, and the start date.
Finish
Ticking the last task completes the checklist: it leaves “In progress”, the person's “Recent activity” notes it, and a status of Onboarding becomes Active.
Common questions
- Can I tick onboarding tasks on the phone?
Yes: each tick is saved at once, and ticks need a connection. A leaver’s checklist reads “Closed (left)” and stays as it was.
Read next
More in Onboarding
Open in Setvos
Signed in? This article is also in the Help menu of the app.
Still stuck?
Tell us what you were trying to do — we answer in chat, in six languages. Write to us
Move your bookings off paper, WhatsApp and three spreadsheets.
Bring your clients, services and past visits in from a spreadsheet or your old system’s export, with a preview before anything is written — and help in chat, in six languages, whenever you want it. Most studios are live the same day.