How to Add a Pre-Onboarding Checklist Task for New Hires in ClickUp

The purpose of this pre-onboarding checklist is to track all tasks that are needed to complete before a new hire’s start date.

Step 1: Go to ClickUp

• Log in to ClickUp.
• Go to BAHC Workspace (left side corner), go to the Operations folder and click Recruitment.

Step 2: Create a Task

• On the right side corner, Click + New Task
• Click Templates then select New Hire Pre-Onboarding Checklist – CT NAME 
• Replace CT NAME with the employee’s name.
• Then click Create Task to save the work.
  
  Take note: Double check the checklist items to ensure the correct template has been selected before saving the work. 

Step 3: Assign Checklist Items

• Click the person icon, and select the team member responsible for the task. (Automatically assigned to: People Ops & Recruiting VA). Kindly update the assignee as needed.

Example:

☐ Collected 3 Work References → Ingrid
☐ Company Shirts Ordered/Issued → Alexandra

Step 4: Save Your Work

ClickUp saves changes automatically.
No manual save is required.