How to Create an Onboarding Checklist?

Open eBoarding module

Go to ‘Initiate Onboarding’

Fill in the general details.

Go to the section ‘Onboarding Documents’

Click ‘Add Checklist’

Select from previously existing ‘Onboarding Checklist’

Select ‘Add Checklist’ icon to add more.

To add more documents to the checklist, Click on the + icon.

Select all the documents that you need.

Click on ‘Initiate.’