Onboarding Task Templates

Modified on Fri, 28 Oct, 2022 at 12:18 PM

You will need to login with an Admin account to set these up.  Similar to competency questions, onboarding task templates can be created and added to a bank that is available for any onboarding stage.

These tasks are a way of requesting important information/documents from a successful applicant who you wish to progress in the recruitment process.

Click Create Task Template to create a new task.

Then click Add Task. The Title can be added before or after the task is created.

The details will be filled in here and options for making the task mandatory, or to request the applicant to upload a file, can be selected.

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