PeopleMatter: Administrators: How do I Create Tasks in Onboarding? (custom tasks) (video)

Overview

Under Features & Add-Ons, the Onboarding section allows the Administrator to configure Employee and Manager Onboarding Tasks to meet the organization's needs.

Access Onboarding

• To access Onboarding go to Settings
• Select your Organization > Features & Add-Ons/Onboarding

Fig.1 - Access Onboarding

As it relates to Onboarding, there are Employee Tasks and Manager Tasks. You can create custom tasks for both Employees and Managers to meet your organization's needs. The steps below apply to creating new tasks under both Employee Tasks and Managers Tasks. 

• Select Employee Tasks or Manager Tasks to get started

You will need to:

• Turn default tasks on or off
• Create and assign custom tasks, if needed
• Rearrange the order of the tasks 

To create a new task

All fields with a blue asterisk are required.

• Select Add New

Notice that you can create an English, Spanish, or French version of the section. PeopleMatter will not translate this information for you; you will need to enter the text in Spanish or French if you choose to use this feature.

• Enter Name
• Enter Description, if applicable
• Select the drop-down arrow next to Attach to view the options for attachments listed with the onboarding task.

There are four options: 

•  None - Use this if you do not have an attachment and would like the employee to simply acknowledge or sign off on your description text
• File - Use this if you have a PDF to upload. The file must be a PDF.  Anything requiring electronic signature will require the use of a PDF. Maximum acceptable file size is 10 MB Upload the file
• Link - Use Link if you want to include a web address. Enter the link
• Question - Use Question if you want to create a question. Select Create Question
  The Add a Question window will appear

Add a Question

• Enter Text
• Use the drop-down to select Question Type:
  • Free Response
  • True or False - You can edit the default labels of True or False if needed.
  • Multiple Choice - You can click the checkbox to Allow Multiple Selections if needed.
  • Enter the selections you want to include

• Select Add Another Choice if you need additional options

If you check the box 'This is a required question', the applicant will be required to answer this question before moving forward in the application. Ensure it is appropriate from a legal perspective before you check this box.

• Select Save and Close
• Skip Integration Code
• Check Requires Electronic Signature, if applicable

All tasks will require you to indicate the Assigned To and Can View fields:

• The Assigned To field is used to indicate who is assigned to complete the task
• The Can View field is used to indicate who is required to monitor the completion of the task
• Use the drop-down arrows to make your selections
• Select Save

Fig.2 - Creating a new custom task in onboarding

Video Guide

Related Articles: 

• PeopleMatter: Administrators: How do I configure employee tasks in onboarding? (default tasks) (video)
• PeopleMatter: Administrators: How do I configure manager tasks in onboarding? (default tasks) (video)