Tasks

Tasks required for onboarding can be sent out via email / Applicant Profile to successful applicants to complete before they officially start.  Company template tasks or customised job tasks can be set up to be sent out.  

To send these tasks out, click on View/Edit.

 When this screen opens you can set up a custom task or use a pre-built task template:

 When Add Task is clicked a user can set up a task for this job’s onboarding.   The following screen will open:

Title – A description of the task

Requires File?  – The applicant will be required to upload a PDF file along with the task

Tooltip – To provide additional instructions to the applicant

Expiration Date – This is a deadline for the task to be completed by the applicant

When the above has been completed, click Save.  This will save the task to your Tasks List:

You can also add a pre-built task by clicking on Add Task from Template and selecting an option from the dropdown.

This will add the chosen tasks to the Tasks List.

When complete, click Save to send these to the applicant.