How to Add an Assignee to a Pre-Hire Checklist

Pre-hire checklists help you manage all the important steps between an applicant accepting an offer and their start date. This can include administrative tasks, onboarding requirements, IT setup, and more to ensure nothing gets missed before the employee’s first day.

To add an assignee to a pre-hire checklist:

1. Navigate to the Onboarding Dashboard
2. Locate the applicant you would like to update
3. Click the arrow beside their name to expand the checklist
4. You can:
   • Click Add Step to create a new task, or
   • Assign an employee responsible for an existing pre-hire checklist task
5. Select the employee responsible for completing the task

You can also send a reminder to the assigned employee. Once you click Remind, you’ll be routed to the Messages tab where you can send them a message directly.