How to complete onboarding & offboarding tasks?

Important

HR Admin access required

How to Complete Onboarding & Offboarding Tasks Thumbnail.png

NOTE: If you're accessing this for the first time, we recommend checking out the "Introduction to Tasks" tutorial for some helpful guides to get your started.

Step by Step Guide

  1. Log in to your Yomly account using your dedicated business URL
  2. Go to the MAIN MENU > TASKS
  3. Select the 'To Dos' tab
  4. This section also provides 2 sub-tabs:
    • My To Dos (these are the tasks assigned to you)
    • Employee To Dos (these are tasks assigned to other employees to allow you to monitor pending tasks)
  5. Under 'My To Dos', select the task and click 'View'
  6. Review the details and due date of the task
  7. Once done, click 'Complete'

NOTE: To learn more about Approvals and Actioning Tasks, check out our Knowledge Hub.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.