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.
Open the task and check which action you need to do
Complete the requested action
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.
Open the task and check which information you need to provide
Click on any field and enter your details
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.
Open the task and check which information you need to provide
Prepare the required documents
Click Upload Document and select files
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.
Go to Checklists > On/offboarding
Select the Status as Complete
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