So that important details are not missed in the onboarding process, Fingercheck administrators can create an onboarding checklist for themselves when onboarding new employees.
Tip: If you are using Fingercheck 360 PLUS, you might want to try workflows in place of an onboarding checklist. See How to Use Workflows.
Create items for the onboarding checklist
Log in to your Fingercheck account as an Administrator.
Click the SETUP tab > HR > Onboarding Checklist.
Click Add.
Complete the fields listed in the table below.
Click Save.
Field | Description |
Code | An abbreviated name for the item. In combination with the Description field, this makes up the full name of the item as displayed in other areas of Fingercheck. |
Description | A short descriptive name for the item. |
Default Assign to | Select a user to assign the item to. The options are:
|
Default User | If you select SpecificUser for the Default Assign to field, select a specific user from the Default User drop-down list, which lists the users at your company. |
Has Due Date | Select this checkbox if the item has a due date. The due date is selected on the employee profile as described in the next procedure below. |
Due Days | Enter the number of days before or after the hire date that the item must be completed.
A reminder is then sent to the assignee. |
Employee Filter | Select a filter for the type of employees to whom this item relates.
The drop-down list is fed from the SETUP tab > Security > User Filters. For more information, see |
Add To New Hire | Do not select this checkbox if you want to add this checklist item to the Basic page when adding a new employee.
If you select this checkbox, the item is automatically “completed” on the backend, so it does not appear on the Basic page. |
Add checklist items to an employee profile
Log in to your Fingercheck account as an Administrator.
Click the EMPLOYEES tab, and select an employee’s name or number to open the employee’s profile.
Select HR > Onboarding Checklist.
Click the Add button.
Complete the fields listed in the table below.
Click Save.
Field | Description |
Onboarding Type | Select an option from the list. The options are fed from the SETUP tab > HR > Onboarding Checklist. |
Assigned To | Select a user to assign to this checklist item. |
Due Date | Enter the due date for the item. |
Completed | Select this checkbox if the item is completed. |
Completed Date | Enter the date the item was completed. |
Completed By | Select the user who completed the item. |
Note | Enter any notes about the completion of the item. |
Here's a brief video showing you how.