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Back to home
Help Center
Onboard
Workmates & Kudos
Company Feed
Workmates Settings
Workmates Resources
Workmates Analytics
Channels
Kudos
Kudos with Rewards
Surveys
Workmates + other modules
Ghostwriting
People
Employee - user possibilities
Employee - admin/manager possibilities
Employee - Actions
Reports
People Settings
Files
Onboard
Checklists
Tasks
Portals
Onboard Settings
Offboard
Offboard
Recruit
Applicants
Job
Recruit Settings
Time Off
Time off
Time Off Settings
Balance Grid
Time Off Overview
Perform
Perform for Admins/Managers
Perform for Employees
Time Clock
Time Clock
Time Clock Timesheets
Assets
Assets
User Management
Users
Account Settings
IP Whitelist
HR Cloud Settings
Company
Email Alerts
Import
Notifications
Global Settings - General
Calendar
Access and Permissions
Templates
Terms and Conditions
Integrations
Payroll and Tax Management
ADP
Employee Management
Applicant Tracking Systems
Background Checks
Job Boards
Performance Management
Single Sign-On
Calendar
Learning Management Systems
Communication
Automated Flows
E-Verify
Procore
Mobile App
HR Cloud mobile app
Custom Mobile App
Advanced
E-Forms
Workflows
Other
Security
HR Cloud API
Introduction
Authorization and Authentication
Requests
Document
Forms
Employee
Messages
Employment details
History Objects
Format
Task
Background check
Reports
Onboard
Assign Tasks & Automate Customized Checklists
Checklists
How to create a checklist?
How to create a recurring checklist?
How to create a Mandatory Checklist?
How to set up a no trigger checklist?
How to use the checklist Timeline Preview?
How to add tasks to a checklist?
How to choose a task type?
How to order checklist tasks?
How to create optional tasks?
How do I set up reminders and overdue alerts?
How to delete a task from a checklist?
How to edit existing tasks in a checklist?
How to create a rehire checklist?
How to replace a form or a document in an already created task?
How to duplicate a checklist?
How to delete or deactivate a checklist?
Who are watchers and how to set it up?
Advanced Settings in Checklists
See more
Tasks
What does Pending Task Status mean?
How to complete a plain task?
How to manually assign tasks from checklist?
How to Upload Files and Documents to a Form Task?
How to change the due date on an already assigned task?
How to complete download document task?
How to Sign an E-Form?
How to reassign a task?
How to cancel/delete a task?
How to cancel a specific task from a chained task?
How to set up task review?
How to set up a task completed notification?
How to unlock I9 form?
How to Send Form Unlocking Request?
How to add Emergency Contacts?
How to initiate bulk onboarding?
How to send a manual reminder for a task?
What is the purpose of chained tasks?
How to Preselect the Upload Folder on the Document Request Tasks?
How to Set up Custom File Names on the Document Request Tasks?
See more
Portals
How to customize your Onboarding portal?
How to create multiple portals?
Onboard Settings
How can I edit the time period in which the Automatic Onboard will start?
How to Adjust Required Fields for Prehires?
