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View a teammate's onboarding checklist

After you’ve hired a new employee or contractor, you can view their onboarding checklist(s) by following the steps below.

Note: if you sent the employee an offer letter, their onboarding checklist will not appear until they have accepted your offer. 

  1. Go to the Hiring section. 
  2. Scroll to the teammate's name, and click the three dots in the Actions column. 
  3. Click Open checklist.
    • If teammates are self-onboarding, hover over 'Invitation sent' to check the status.

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 will be labeled on the checklist.

Standard tasks included in the onboarding checklists

Employees

  • Add employee to payroll
  • Assign an onboarding buddy
  • Add their work email
  • Create their software accounts (app provisioning)
  • Order business cards
  • Give a workplace tour

Scroll down and click the caret next to "Suggested tasks" to see more.

Contractors

  • Add contractor to Gusto

Complete and Concierge customers can also add/customize onboarding checklist items. 

Payroll, benefits, HR and more.