Learn how to set up a list of tasks new participants must complete. Such tasks are referred to as Onboarding in ApprentiScope.
User Types: Regulators, Sponsors & Employer Administrators
Step 1: Navigate to Occupations on the blue navigation bar and then click the Title of the Occupation that requires the specific Onboarding tasks you want to set.
Notes:
- Onboarding tasks are automatically assigned to any new participant account created after the onboarding tasks are set. Participants will receive email notifications for these tasks as soon as their account is created.
- This applies to both authenticated and managed accounts.
- If you do not want participants with managed accounts to receive onboarding task notifications, do not use the Onboarding feature.
- Instead, assign tasks to new apprentices using Batch Actions → Create Tasks.
Step 2: Click the blue Onboarding tab, and then either the ADD+ at the bottom of the page or the New+ sign in the blue circle in the right corner of the box.
Step 3: Add a title for the Onboarding Task and a description and click SAVE.
- Tasks within each checklist can now be assigned to EITHER the Participant OR specific users within Internal Staff (via the new Assignee field)
- You may put any instructions you like in the Description box or leave it empty.
- Tasks assigned to participants will appear on their TASKS page and can be viewed by non-participants on the participant's Profile Details Task tab.
- Tasks assigned to Internal Staff will only appear on that individual's TASKS page.
Step 4: To edit a Task, click it's Title, make any changes, and click SAVE. You can also delete it by clicking the red garbage icon in the top right of the edit box.
Note: Any edits made to previously existing Onboarding tasks will impact any current participants as well as new participants.