View and Update Manager Tasklists

Manager tasklists allow managers to keep track of the onboarding tasks assigned to them for each new employee, in one slide-out panel:

Tasks can have a status of Not Started, Completed, or Past Due.

Role feature access: Onboarding > Onboarding Employees > Manager Tasklist

To view and update the manager tasklist for a new employee:

1. Go to Onboarding > Onboarding Employees.
2. Click the name of the new employee whose manager tasklist you want to view.
3. Click the Manager Tasklist tab.
4. This tab shows the full list of manager tasks for the new employee, including due dates, modification dates, and statuses.
5. To find out more about a particular task, if available, you can click the Click to view link in the Description column or review the attachment in the Attachments column.
4. Complete 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.
   • Note: Depending on configuration, this checkbox might not be available.
5. Click Save.