Crelate, Inc.

Once you have defined at least one onboarding template and created a checklist for a candidate, the real work begins of completing the onboarding process you’ve defined. Here we’ll show you how to view and update onboarding checklists and checklist items. 

There are a couple of ways to view onboarding items:

From a Candidate record (most common) ​

From the left navigation bar, select Home &gt; Checklists (shows all checklist items for all contact records) ​

1. From a Candidate record (most common) ​
 
 
2. From the left navigation bar, select Home &gt; Checklists (shows all checklist items for all contact records) ​

<a href="http://help.crelate.com/en/articles/5250592-edit-update-onboarding-checklists-checklist-items">Edit/Update Onboarding Checklists &amp; Checklist Items</a>

<a href="http://help.crelate.com/en/articles/5251246-completing-an-onboarding-checklist-item">Completing An Onboarding Checklist Item</a>

Learn more about Onboarding in Crelate Hire:

<a href="http://help.crelate.com/en/articles/5232636-crelate-onboarding">Onboarding Overview</a>

<a href="http://help.crelate.com/en/articles/5232834-how-to-use-onboarding-templates">How to Use Onboarding Templates</a>

<a href="http://help.crelate.com/en/articles/5236954-how-to-use-onboarding-checklists-from-the-candidate-record">How to Use Onboarding Checklists from the Candidate Record</a>

Learn how to view onboarding checklist(s) and item(s).

How to View Onboarding Checklists & Checklist Items

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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What's Next?

Learn more about Onboarding in Crelate Hire: