How to Set Up Onboarding Tasks

Streamline your new hire onboarding process by creating structured task lists in StackWrap. This ensures consistency and clarity for both administrators and team members.

1. Access the Onboarding Tasks Section

• Navigate to the Admin Panel from your StackWrap dashboard.
• Click on Task Templates to view existing task templates or create new ones.

2. Create a New Onboarding Task List

• Click the Add Task List button.
• Provide a Title for the task list (e.g., "New Agent Onboarding").
• Optionally, add a Description to outline the purpose of the task list.

3. Add Tasks to the List

• Within the newly created task list, click Add Task.

  For each task, specify:

  • Task Name: A clear, concise title.
  • Description: Detailed instructions or information.
  • Due Date: Set a specific date or a relative timeframe (e.g., "3 days after start date").
  • Assignee: Assign the task to a specific user or role.

4. Assign the Task List to New Hires

• When adding a new user to StackWrap:
  • Navigate to the User Management section under Settings.
  • Click Add User and fill in the necessary details.
  • After the user is added, you'll see an Onboarding column, and an "Enter Start Date" for each user.
  • Click "Enter Start Date", and select the date that person joined your team
  • The system will then prompt you with "Start onboarding process?"
  • Selecting "Start" will apply the onboarding template to that new user
  • The user will see all of the onboarding tasks assigned to them under the My Tasks Widget

5. Monitor Task Progress

• To track the completion status of onboarding tasks:
  • Go to the Tasks section from within the Toolbar.

• Select the relevant task list to view individual user progress.
• Use filters to sort tasks by status, assignee, or due date.

Tips:

• Regularly review and update task lists to reflect changes in your onboarding process.
• Utilize templates for different roles or departments to ensure relevance.
• Encourage new hires to mark tasks as complete to maintain accurate tracking.

By following these steps, you can create a consistent and efficient onboarding experience for your team members in StackWrap.