Add a Manager Checklist to an Onboarding Policy

Before You Begin: You must first create the necessary manager checklists. See Configure Manager Checklists.

To add a manager checklist to an onboarding policy:

1. Go to Onboarding Setup > Onboarding Policy.
2. In the sidebar, click the policy that you want to modify.
3. Click the Manager Checklist tab.
4. Click Add.
5. (Optional) In the Description field, provide guidelines and instructions to onboarding managers.
6. In the Add Title field, enter a title for the checklist.
7. To hide this checklist for internal employees, clear its Enable for Internal Hire checkbox.
8. In the Task List drop-down list, select the checklist that you want to add.
9. If you want to add more manager checklists, click Add and repeat steps 6 through 8.
10. (Optional) To change the order of how checklists appear, use the arrows to the right of their title:
11. 
11. Click Save.