Add Tailored Tasklists to Employees

In the Employee Tasklist tab in an employee's slide-out panel in Onboarding Employees, managers can assign tasklists to employees using the Add Tasklist button:

As depicted, Dayforce displays a lock icon next to checklists that were assigned via the employee's onboarding policy to differentiate them from the tasklists that you created.

Before You Begin: You must have already added the Employee Checklist section to the Getting Started section of the employee’s assigned onboarding policy before you can add a tailored tasklist to the employee.

Role feature access: Onboarding > Onboarding Employees > Employee Tasklist

To assign a tasklist to an employee:

1. Go to Onboarding > Onboarding Employees.
2. Click the employee you want to assign a tasklist to.
3. In the Employee Tasklist tab, click Add Tasklist.
4. In the Task List drop-down list, select the tasklist that you want to assign to the employee. Dayforce automatically populates the Title field with the name of the tasklist that you select.
5. (Optional) Complete any of the following steps:
   • To change the title, enter a new title in the field provided.
   • If you have more than one tasklist, you can reorder them using the arrows to the right of the title field.
6. Repeat steps 2 through 4 to add additional tasklists.
7. Click Save.