How to set-up onboarding tasks?

Important

Step by Step Guide

1. Log in to your Yomly account using your dedicated business URL
2. Go to the MAIN MENU > SETTINGS > ONBOARDING
3. Select 'Onboarding'
4. To add:
   • Click 'Add task'
   • Enter the title of the task
   • A short message to describe the task
   • Select the assignee which could be a specific employee, a department, the employee's manager, HR or the employee
   • Set the deadline in days before or after the workflow is initiated
   • Save
5. To edit:
   • Select the tasks that needs to be edited
   • Click 'Edit'
   • Make the necessary changes
   • Save
6. To delete:
   • Select the tasks that needs to be deleted
   • Click 'Delete'