Create Tailored Tasklists

You can create your own tailored tasks and assign them to employees when your direct reports have onboarding needs that differ from the rest of the organization.

Role feature access: Onboarding > Tailored Tasklists

Tailored tasklists can be seen by your direct reports, and can be assigned to them, but can’t be seen or reused by others in your organization.

To create a tailored tasklist:

1. Go to Onboarding > Tailored Tasklists.
2. Click Add.
3. In the Properties tab, specify a name and effective start date for the tasklist.
4. Click the Tasks tab.
5. Click Add.
6. Enter a name for the task.
7. In the Due Date Type drop-down list, select First Day.
8. In the Due Date Offset field, enter a number that corresponds to when the task is due. For example, to specify that the task is due three days after the employee's first day, enter 3.
9. (Optional) Complete any of the following steps:
   • To add a description, click the Add Task Description link and enter a description.
   • To add a link to the task (such as a link to the company website), select Add Link. Enter a URL and title in the fields provided.
   • To attach a document to the task (such as a policy or procedure), select Add Document then select or upload the necessary document.
   • Note: You can only attach either a link or a document to a task, not both. See Configure Manager Checklists.
10. Repeat steps 5 through 9 for any additional tasks.
11. (Optional) To move a task up or down in the list, select the task and then click Move Up or Move Down.
12. Click Save.