Onboarding Task is a feature that can be used to create a series of tasks that must be completed in an employee onboarding session. Previously, you could learn how to manage onboarding features, here.

Here are the steps.

A. Task Settings

1. Click the "Profile” icon on the top right.
   
2. Select “Company Settings”.
   
3. Click the Users tab and select Onboarding Task.
   
   
4. Click “Add New Task” in the Task Setting for the inviter to add a new task for those who will invite new employees.
   
   

   This task must be completed by the inviter.

5. Select the Task Type to be used.
   
   
    

   - Text Only: Tasks are completed by entering sentences.
   - Upload: Tasks are completed by uploading files.
   - Download: Tasks are completed by downloading files.

6. Enter information for the task in the Task Description.
   
7. Click “Save”.
   
   -

   - Edit icon: To change task.
   - Delete icon: To delete task.
   - Checklist icon: To make the task the default, meaning it will be automatically attached to new employees.

8. The task for inviter will be updated as shown below.
   

1. After you add a Task for the inviter, then you can add a task for the new employee, by clicking "Add New Task" on the Task for the new employee.
   
2. Select the Task Type to be used.
   
3. Enter information for the task in the Task Description.
   
   
4. If you select Download as the Task Type, then you can click "Choose File" to enter the file to be downloaded by the new employee.
   
5. Click “Save”.
   
6. The task for new employee will be updated as shown below.
   

Next, you can learn how to manage your onboarding settings. This feature allows you to make several onboarding settings.