How to run an onboarding checklist
Onboarding checklists track the steps for getting a new hire set up so nothing is missed.
#When to use this
Use this when someone joins and you want a consistent onboarding process.
#Step by step
1
Open onboarding
Go to the HR onboarding area.
2
Start a checklist for the new hire
Create or assign the onboarding checklist.
3
Work through the steps
Complete each item and mark it done.
4
Confirm completion
Ensure all steps are finished.
#Expected result
What you should see
The new hire's onboarding progresses through a clear, trackable checklist.
#Common mistakes
- Skipping steps and losing consistency.
- Not assigning who completes each step.
#Troubleshooting
| If this happens | Try this |
|---|---|
| A step is stuck | Confirm who owns it and follow up. |
#Best practices
- Use the same checklist for every hire.
- Assign owners to steps.
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