Announcements
Is there a way to create a candidate checklist in the onboarding portion of 365 HR?
Hello,
Sounds like you are trying to create a checklist that can be found here:
From the main page > 'Personnel management' workspace > 'Links' tab > Onboarding section > Checklists
Thanks, but I need to create a checklist in the Onboard application.
There should be a way to replicate a similar functionality, but with a different name.
In theory, you would create a Template in the Onboarding module.
In that template, you would modify the Activities (which can replicate a Checklist) so that it meets your criteria.
Off that template you would create a Guide for a given person / role.
Then you would send that Guide to the person that is being onboarded.
Again, this is not identical functionality. But it still acts like a task list just like the Checklists functionality does.
Thanks much!
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Congratulations to our community stars!
Expanding mentorship, skilling, and AI innovation
These are the community rock stars!
Stay up to date on forum activity by subscribing.
André Arnaud de Cal... 414 Super User 2026 Season 1
Subra 352
Martin Dráb 275 Most Valuable Professional