For improved onboarding visibility, clients can view onboarding steps based on worker type (individual/entity), hiring country, and job title. They can easily tailor onboarding steps according to specific worker types, job titles, and hiring countries. Additionally, we introduced a new feature that enables clients to create and assign custom tasks for workers to complete as part of their onboarding process. These tasks can be personalized with titles and descriptions, contributing to a more structured and trackable onboarding experience.
Customized Onboarding Settings
From the homepage, clients can access the Onboarding Settings card via their Organization Settings. From there, clients can select filters to view the onboarding checklist by worker type, hiring country, and job title.
How to Create Additional Onboarding Task
Based on the selected filter, clients will see a list of steps workers need to complete as part of their onboarding process.
To create an additional task, select Create.
Add a task name and description. Multiple additional tasks can be created by selecting Add Another.
The new task will be listed under Additional Requests and can be edited or deleted by clicking the three vertical dots.