Table of content:

Find assigned to-do tasks

When assigned a list of tasks for onboarding or offboarding, you will receive an email notification and an in-app mobile reminder, which will look similar to this:

The easiest way to view tasks details is to click on the link in the email or in-app notification.

Web version: Go to Checklist > To-dos.

App version: tasks are displayed directly on Home (Dashboard).

Complete to-do tasks

Depending on the task type, you can complete a task by simply clicking a button, filling out the required information, or uploading files.

Click to complete (checkbox)

Typically designed for simple actions that don't need to provide a result, such as reading the employee handbook, participating in company culture training, etc.

With this type of task, you simply need to click on Mark as Completed to finish.

  1. Open the task and check which action you need to do

  2. Complete the requested action

  3. Click Mark (Submit) as completed

Fill out information

Designed to acquire information, this task type requires you to fill out missing information in the profile of your or the on/offboarding employee.

To perform this task, you must first fill out all required fields before marking the task as completed.

  1. Open the task and check which information you need to provide

  2. Click on any field and enter your details

  3. Once you're done, click Mark (Submit) as completed

Upload Documents

Intended of collecting documents such as contracts, personal documents, health insurance, etc., this type of task requires you to upload soft-copy documents.

The Admin (or HR) can define the maximum number of files that the you can upload.

  1. Open the task and check which information you need to provide

  2. Prepare the required documents

  3. Click Upload Document and select files

  4. Click Mark (Submit) to complete

📌 Note:

  • Supported format: .jpg .jpeg .png .pdf .doc .docx .ppt .pptx .pps .ppsx .odt .xls .xlsx .txt.

  • Maximum 1 file size is 5MB.

  • The maximum number of files allowed is 10.

View your completed tasks

You can view the tasks you completed but cannot cancel, revert or edit tasks with the completed status.

  1. Go to Checklists > On/offboarding

  2. Select the Status as Complete

  3. Click on any completed task to view

📌 Note:

  • If you accidentally enter the wrong information or upload the wrong file, please contact your HR in charge so that they can help you to correct it

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