How to Create an Onboarding Checklist?
- Open eBoarding module
- Go to ‘Initiate Onboarding’
- Fill in the general details.
- Go to the section ‘Onboarding Documents’
- Click ‘Add Checklist’
- Select from previously existing ‘Onboarding Checklist’
- Select ‘Add Checklist’ icon to add more.
- To add more documents to the checklist, Click on the + icon.
- Select all the documents that you need.
- Click on ‘Initiate.’
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