Guide to managing an onboarding plan

Marking tasks complete and adding comments

Once you have published your onboarding template for your new employee, owners, managers, and the employee can view the active onboarding plan and start taking action on tasks via the associated task reminder or from the plan in the person's profile.

Once a task has been done, anyone with access to the plan can mark it as complete (or mark as incomplete). This means employees can complete tasks themselves, while owners and managers can see who completed the task and when it was done in the task detail.

Anyone with access to the plan can also add comments on tasks in the detailed view. Tasks with comments will show a comment icon when viewing the plan.

Viewing plan progress

At an individual level, you can view the progress of the onboarding plan by going to the employee's overview:

In My Business, you can run the Onboarding Summary Report to get a high-level overview of each new employee's onboarding progress:

Editing a plan

If you need to edit a plan after it has been published — for example, because the new employee requires additional training or resources — you can re-enter edit mode and update any details. The plan and all associated reminders will update automatically, and reminder emails will be re-sent.

Select 'Edit plan' to move into the editing mode.

Once in edit mode, you can update task details and add, replace, or remove tasks and documents. Your changes are saved automatically.

Select View plan to exit edit mode and see your changes reflected in the live plan.

Closing plans

Once employees have completed all tasks in the onboarding plan, the owner or manager can close the plan. Closing the plan puts it into view-only mode, retaining all onboarding information for future reference. To close a plan, select Close plan in the right-hand menu panel. Important: Once a plan is closed, it cannot be edited and tasks cannot be marked complete or incomplete. Make sure the plan is fully up to date before closing.