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Onboard a new employee
Note: Onboarding is available on the Grow, Optimize, and HR-Only plans. The onboarding wizard walks you through six steps in the sidebar: Employee Information, Enrolments, Tasks, Self-onboarding setup, Onboarding invitation, and Review. Completed ...
How to manage onboarding employees
When a new employee begins their onboarding process, you'll be able to manage any tasks assigned to you by going to the People menu on the left-hand side and clicking Onboarding. From here you'll be able to see the onboarding status of In progress, ...
Frequently Asked Questions (FAQs): Task Manager
General task management Q: When can I assign tasks to an employee? A: At any time. Q: How do I create and assign individual tasks? A: In HR under Tasks on the left-hand side, click on Everyone’s Tasks, then click the Add task button. From there, you ...
Configure employee self-onboarding access
When a new hire finishes their self-onboarding wizard, they can get limited access to the Rise platform right away — before their start date. They can review their profile, get familiar with the company, and work through any assigned tasks, all ...
Add and assign a task
1. In the People section, select Tasks from the menu. Click on the Add Task button. 2. Fill in the following required details. Task name: Type in a descriptive name for the task Assignee(s): Use the dropdown to select the employee who will be ...