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How to Create an Onboarding Checklist for New Hires
How to Create an Onboarding Checklist for New Hires

Create a checklist for yourself when onboarding new employees.

Jeffrey Mo avatar
Written by Jeffrey Mo
Updated over a week ago

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

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > HR > Onboarding Checklist.

  3. Click Add.

  4. Complete the fields listed in the table below.

  5. 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:

  • Employee

  • Supervisor

  • SpecificUser

  • CurrentUser

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

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the EMPLOYEES tab, and select an employee’s name or number to open the employee’s profile.

  3. Select HR > Onboarding Checklist.

  4. Click the Add button.

  5. Complete the fields listed in the table below.

  6. 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.

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