Add the Employee Checklist Section 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 Getting Started, 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 Getting Started tab.
4. Under Employee Checklist, click Add. The application automatically scrolls down to the Employee Checklist section, where you can configure it.
5. (Optional) To hide the entire section for internal employees, clear the Enable for Internal Hire checkbox.
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.
8. Select a list in the Task List drop-down list. The application automatically populates the Title field with the name that you configured for the checklist, but you can modify it.
9. To hide this checklist for internal employees, clear its Enable for Internal Hire checkbox.
10. To display a confetti animation to the employee when they complete this checklist, select the Enable Confetti on Completion checkbox.
11. Repeat steps 7 through 10 to add more checklists.
12. (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 possible. 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.
13. Click Ok.
14. Click Save.