Scroll down and click the caret next to "Suggested tasks" to see more options.
From here you can view and manage tasks. Some tasks (like filling out the I-9) can’t be deleted because they’re required by law. Overdue tasks are labeled on the checklist.
Complete, Concierge, and Select customers can also add or customize onboarding checklist tasks.
Adding tasks is only available to Complete, Concierge, and Select customers—upgrade your plan at any time. We recommend that you customize your onboarding checklist(s) before you hire new teammates so it’s ready to go before they start.
Add a task
You can review the status of employee checklists in the Hire & onboard section—Gusto notifications aren’t emailed when tasks are completed. Once all tasks on the checklist are complete, you can complete the checklist and remove them from the Hire & onboard section.
All full access administrators or admins with “manage people” permissions can see all tasks.
Once you've completed all the tasks, complete an employee's onboarding checklist by following these steps:
This will remove the employee from the Hire & onboard section, but you can reference their onboarding checklist at anytime from their profile.
Note: If you added an employee email address during onboarding and they did not receive the welcome email, you can resend it. If an employee has already started self-onboarding and is having trouble gaining access, these troubleshooting steps should help.