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Onboard a new employee
1. Navigate to People, then click Onboarding. 2. On the Onboarding page, click + Add employee. 3. To onboard an existing applicant from Recruiting, select the applicant’s name from the Select or add employee dropdown. Note that applicants will only ...
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 ...