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Finance | Project Operations, Human Resources, ...
Suggested Answer

Checklist in Dynamics Onboarding

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Posted on by

Is there a way to create a candidate checklist in the onboarding portion of 365 HR?

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  • Suggested answer
    brjo Profile Picture
    Microsoft Employee on at

    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

    pastedimage1588197937610v1.png

  • Community Member Profile Picture
    on at

    Thanks, but I need to create a checklist in the Onboard application.

  • Suggested answer
    brjo Profile Picture
    Microsoft Employee on at

    Hello,

    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!

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