Operator Guide

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Creating an On-boarding Checklist

On-boarding checklists contain all the tasks that must be accomplished to complete the on-boarding process.

In the Navigator, click

Partner Management

On-boarding

New Checklist

The Create New Checklist page appears.

Enter details in the following fields:

Field	Description
Name	Required. The name of the new checklist.
Template	Required. The on-boarding template for this checklist. The Task List is populated only after selecting a template.
Partner	The partner being on-boarded. When on-boarding a new partner, you can create the checklist before creating the partner and then create the partner as a part of the checklist. After creating the partner, enter the partner details in this field. When on-boarding an existing partner, enter the partner details when creating the checklist.
Due Date	The deadline for completing the checklist. Click the Browse button to open the calendar and select a date.
Description	Text description of the checklist.
Task List	The name and description of every task in the selected checklist template.