Custom Onboarding Checklist
Installing this workflow tells Sense to send tailored onboarding tasks to new starters, their managers, and your HR team, all built from a checklist screen you design yourself rather than the default one-size-fits-all list.
How it works
Build your onboarding checklist screen then let Sense assign it to everyone involved
To use the Custom Onboarding Checklist workflow, simply create a Form screen named Onboarding Checklist, design it with headers to separate the tasks for each role, and build three screen variants named Employee, Manager, and Admin, setting field visibility and profile permissions for each.
Then, every time a new employee is added to the system, Sense will automatically generate three separate tasks from that screen and send them to the new starter, their manager, and your HR team.
If the new starter hasn't logged in yet, then their task waits on their dashboard until their first login, while managers and admins get an email as soon as their task is assigned.
More onboarding & offboarding workflows
See all onboarding & offboarding workflows
Common questions
What kicks this workflow off?
A new employee being added to the system.
Who receives tasks, and how do they find out?
The new starter, their manager, and your HR team each get their own task. Managers and admins are emailed straight away; the new starter's task appears on their dashboard once they first log in.
How do we build our own checklist?
By creating a Form screen named Onboarding Checklist, then setting up three screen variants, Employee, Manager, and Admin, each with its own fields and permissions.
Can admins collaborate on the same task?
Yes, all admins share a single Admin task, so the HR team can work on it together.
What controls who can see which sections?
Screen variant permissions control field visibility and editability per role, and separate profile-level permissions control who can view the full checklist screen.