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 ways to view onboarding items:

  1. From a Candidate record (most common)

  2. From the left navigation bar, select Home > Onboarding (shows all checklist items for all contact records)

What's Next?

Edit/Update Onboarding Checklists & Checklist Items

Completing An Onboarding Checklist Item

Learn more about Onboarding in Crelate Hire:

Onboarding Overview

How to Use Onboarding Templates

How to Use Onboarding Checklists from the Candidate Record

Did this answer your question?