Complete an Onboarding or Offboarding Task
How do I complete an onboarding or offboarding task?
Purpose: To teach you how assignees can complete an onboarding and offboarding task.
From the email notification
When the onboarding process activates for an employee, individuals with assigned tasks will receive an email notification. Simply click on the task name or View in BambooHR to be taken to the inbox where you can add comments, attach files, and mark the task complete.
From the inbox
The assignee can also access their assigned tasks in their inbox in the top right corner of their BambooHR account.
A list of all of their assigned tasks will appear in the Onboarding and Offboarding sections of the inbox. Once they click Onboarding, they can:
- Directly complete a task by clicking its associated checkbox.
- Click on a task's title to add comments and files.
When viewing a task's details, enter a note into the provided text box and attach applicable documents as needed. Then, click Post.
Only the person assigned to the specific task or someone who has already commented on the task will receive an email regarding the new comment.
Tasklist Attachments
Files will automatically upload to the employee's Tasklist Attachments folder on the Documents tab. Uploaded documents can move to other folders if needed.
If you delete a task from an employee's Onboarding or Offboarding tab, its associated comments and attachments will delete as well.
If there is a task that requires a signed document, the assignee cannot complete the task until the document has a signature.
The task above has two documents attached to it. One document has an optional signature when the other document clearly shows a signature requirement (Sign Now). All signature documents will default to optional unless specified as required when setting up or editing the onboarding or offboarding task.
Completed tasks
Once an assignee completes a task, the task will move to the bottom of the task list. The task will also show who marked it as completed and its timestamp.