Complete Onboarding Tasks

To complete your onboarding tasks:

1. In the context menu on your Home screen, tap Onboarding.
2. In the To-dos section, tap Tasks.
3. Complete the tasks as instructed.
4. When finished, tap Mark as complete.

Fill Onboarding Forms

The To-dos section of the Onboarding screen includes any forms that you're required to fill as part of your onboarding.

To fill out your onboarding forms:

1. In the context menu on your Home screen, tap Onboarding.
2. In the To-dos section, tap Forms.
3. Fill out and submit the required form.

After you submit a form, the My Onboarding progress bar updates and the Forms card shows how many forms you have left to complete.

Enroll in Benefits

In the To-dos section of the Onboarding screen, you can enroll in the benefits provided by your organization.

To enroll in benefits:

1. In the context menu on your Home screen, tap Onboarding.
2. In the To-dos section, tap Benefits enrollment.
3. Fill out and submit the required benefits form.

Complete Next Action Items

When you complete your initial tasks, you can view and complete any remaining tasks in the Next Action Items section of the Onboarding screen (if your organization has assigned them). These additional items can include learning courses, and creating or updating your profile. The progress bar on this screen updates to show how many tasks you’ve completed and how many remain.