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I’d be interested to know how other people store the record of the onboarding and offboarding checklists. We would like to have this as a record to refer back to, should it be required, however we haven’t discovered a workable way of doing this so far.

Also if you replace an onboarding checklist with a position change checklist we would still want a record of the original.

Would love to hear if anyone else finds this difficult or if you have found any work arounds!

Thanks 😊

Hi ​@HRHappiness ! Excellent question. Just tagging some folks who might be able to provide some insight here:

​@andra.enache ​@BoltWorks ​@jwilliams79 ​@Siddhaarth KB ​@a_meduolis ​@Nathan Jolly ​@xtine08 

​@HRHappiness I suppose it depends on what is in your checklist. For us, a lot of information in the onboarding list is also an employee attribute, so the information auto-populates in the employee profile when completed (e.g. training session dates, emergency contact information, device ID numbers, etc.). We do the same for position change flows. What is in your checklist that you want saved?

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