Add Employee Checklist Tasks to an Onboarding Policy

Before You Begin: Configure employee checklists in Onboarding Setup > Employee Checklist Configuration. See Configure Employee Checklists.

Employee checklists allow you to assign tasks to new employees. Dayforce shows the tasks in My Onboarding, along with their due date, status, description, and attachments.

To add the Employee Checklist section to a policy:

1. Go to Onboarding Setup > Onboarding Policy.
2. In the sidebar, click the policy you want to modify.
3. Click the My Onboarding tab.
4. Select Employee Checklist (or click Add if the section isn't already added). The application automatically scrolls down to where you can configure the section. Click the edit icon () to configure it.
5. To hide this entire section for internal employees, clear the Enable for Internal Hire checkbox. For example, if the tasks only apply to employees who are new to the organization, you can clear this checkbox so that they aren't required for internal employees.
6. (Optional) In the Employee Checklist section, enter an introductory message in the text editor. You can use the Select tokens drop-down list to insert tokens such as the onboarding employee's name or the manager's name to personalize each employee's message.
7. Click Add Section. A new blank section is added.
   1. To hide this section for internal employees, clear its Enable for Internal Hire checkbox.
   2. If the tasks in this section must be completed before the employees' first day, select Include in preboarding essentials. See Preboarding Essentials.
   3. To display a confetti animation to the employee when they complete this section, select the Enable confetti on completion checkbox.
   4. Select a task list from the Task List drop-down list. Its tasks are listed below.
   5. The application automatically populates the Title field with the name that's configured for the task list. You can modify it if you want.
8. Add as many sections as necessary.
9. You can move the sections up or down in relation to each other by clicking the up or down arrow icons. To remove a section, click the X. The order of the sections determines the order that new hires see them, and might determine the order they need to complete the tasks. See Controlled Progression.
9. (Optional) In the Video section, complete the following steps to add a video:
1. Click Add Video.
2. Enter or paste a video link from YouTube or Vimeo in the Video field. The application automatically populates the Title field, if available. If it doesn't add a title, you must add one yourself.
3. Important: You can only upload public videos. You cannot upload private or unlisted videos.
3. (Optional) Add a description to the video in the Description field.
10. Click OK.
11. Click Save.