Custom Onboarding Checklist
Sense can send different onboarding tasks to the new starter, their manager and HR from one configurable checklist. The checklist starts automatically when the employee is added to the system.
How it works
Complex onboarding becomes one coordinated process instead of separate checklists in email, spreadsheets and documents.
1
Create checklist screen
Create an Onboarding Checklist screen in Sense HR.
2
Define participant variants
Define variants for the employee, manager and HR.
3
Create tasks on new hire
When a new employee is added, Sense creates the relevant tasks.
4
Complete assigned sections
Each participant completes only the sections assigned to them.
See this workflow running
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FAQ
What starts this workflow?+
The documented process starts with: Create an Onboarding Checklist screen in Sense HR.
What happens at the end of the workflow?+
The final documented step is: Each participant completes only the sections assigned to them.
Who is involved?+
The documented participants are Employees, Managers, Administrators.
What can we configure?+
The documented configuration includes Checklist questions; Attachments; Screen variants for each participant.
Which Sense plan includes it?+
This draft currently marks the workflow as Elite and above. See the price section and any product-review note before publication.