New Hire Checklist

Learn how to create a new hire checklist to automate the employee onboarding experience. 

Pro Tip: Onboarding tasks are automatically added to your staff's mobile app under Menu » New Hire Checklist. You can see who's marked each task complete from the Onboarding page.

Add Onboarding Task

To add an onboarding task to your new hire checklist, follow the steps below: 

1. From your Dashboard, click Team in the sidebar menu.
2. From the Team menu, click Onboarding.
3. In the top right-hand corner, click Add Task.
4. Enter the Task Name.
   • Example: Enroll in direct deposit
5. Optional: Add Instructions or additional information in the open text field. 
   • Example: We require all members to enroll in direct deposit.  
6. Optional: Add Task Link, like a link to PayChex.com, by enabling the toggle.
   • Internal: links members to specific content within Salon Symphony. 
   • External: links members to a specific web page on the internet.
7. Click Add to Checklist. 

Edit Onboarding Task

To edit an existing onboarding task, follow the steps below: 

1. From your Dashboard, click Team in the sidebar menu.
2. In the Team menu, click Onboarding.
3. Click the Task Name you wish to modify.
4. This is the Onboarding Task Details page.
5. At the top, click Edit.
6. From the popup, make you changes accordingly. 
7. Click Edit Checklist.

Delete Onboarding Task

To delete an existing onboarding task, follow the steps below: 

1. From your Dashboard, click Team in the sidebar menu.
2. In the Team menu, click Onboarding.
3. Click the Task Name you wish to delete.
4. This is the Onboarding Task Details page.
5. At the top, click Delete.
6. Review the disclaimer, then click Delete to confirm.