Our Employee Onboarding platform comes packed with different task types to make your onboarding process smooth and efficient—like a well-oiled hiring machine! Below is a breakdown of each task type, all of which you can access under the QuickTask menu. These kinds of tasks can also be grouped together in Workflows.
Task Types Explained
Send a Document
Use this task when you need a new hire to receive a document. For example, if reviewing the Company Handbook is part of onboarding, you can attach the document to the task, and the employee will be able to view it.
Options available:
- Require a signature
- Require a signature with a disclosure statement
(Basically, it ensures they’ve read it—not just skimmed the first page before clicking "Agree.")
Request a Document
Need a new hire to send something back? This task is your go-to! Whether it’s a required compliance document or a certification, this type allows employees to upload a document as proof of completion.
Common uses:
- Signed copies of agreements
- Certifications or licenses
- Any other important paperwork you need from them
Send a Form
When you need an employee to fill out an online form, this task type makes it easy. Even better? Our Form Builder can auto-detect fields from your uploaded PDF, so you don’t have to manually create them.
Bonus options:
- Require a signature
- Require a signature with a disclosure statement
(Less manual work for you, more "Wow, this is so easy!" moments for your new hires.)
Send a Tax Document
Need to send tax forms? This task type lets you send Federal and State W-4s and W-9s for employees to complete and sign.
You can include:
- One or more tax documents
- Digital signatures for easy processing
(Because dealing with tax forms is never fun, but at least this makes it painless.)
Send a Single To-Do
For tasks that don’t require document exchange, use this option! Think of it as a simple checklist item—like reminding a new hire to review their company profile or watch a welcome video.
Features:
- Employees can manually mark the task as complete
- Option to include a URL for reference
(A great way to ensure they actually see that super-cool welcome video you worked so hard on!)
Need More Help?
We hope this guide helps you navigate the different task types and makes onboarding a breeze! If you have any questions, don’t hesitate to reach out to our support team—we’re always happy to help.
Happy onboarding!