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:

1.) From a Candidate record (most common)
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2.) From the left navigation bar, select Checklists (shows all checklist items for all contact records)
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Within the Checklists area, you can then select the filter for Onboarding to view only Onboarding Checklists and Checklist Items