View and Update Employee Tasklists

Employee tasklists allow managers to monitor the status of items assigned to their new employees, including tasks and guided processes, in a slide-out panel:

Role feature access: Onboarding > Onboarding Employees > Employee Tasklist

To view and update a new employee's employee tasklist:

1. Go to Onboarding > Onboarding Employees.
2. Click the name of the new employee whose tasklist you want to view.
3. Click the Employee Tasklist tab.
4. This tab shows the full list of tasks for the new employee, with due dates, modification dates, and statuses. Any attached links or documents are available for viewing from the Attachments column.
4. You can update each of the tasks as follows:
   • To mark a task as complete, select the checkbox in the Completed column. If you later decide the task isn’t complete, you can clear this checkbox up until the onboarding policy end date.
   • To mark a task as not applicable, select the checkbox in the Not Applicable column. Depending on configuration, this checkbox might not be available.
5. Note: When you make one of these updates, the system sends the affected employee a notification in Message Center advising them to review the status update. The update is flagged in the employee's Getting Started screen.
5. Click Save.