Customise onboarding checklists and documents

Different companies collect different paperwork. You can set your own checklist of documents and tasks for new hires.

1. 1Open Settings and select the Onboarding Checklists tab to set the tasks and documents for new hires.
2. 2Use the Employment Documents tab to manage the letter templates you send.
3. 3New hires see their checklist in their onboarding portal and upload documents there; HR verifies each one.