> For the complete documentation index, see [llms.txt](https://docs.pockethrms.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.pockethrms.com/ess-portal/recruiter/hire-v2/candidates/onboarding-checklist.md).
# Onboarding Checklist
### **OnBoarding Checklist**
The **onboarding checklist** is a set of tasks that must be completed before or during a new hire's joining, such as issuing equipment, granting system access, or completing paperwork. It ensures every department responsible for a new hire's setup completes their part, and lets HR track progress until the new hire is fully onboarded.
**Before You Begin**
Before you start, ensure the following:
* The Hire V2 module is enabled in your Pocket HRMS account
* You have access to the Cloud portal to create checklists and assign preboarding
* You have HR-level access on the ESS Portal to track and nudge candidate checklists
* The relevant department staff have their own ESS Portal login to complete their part of the checklist
**Path:** Login into Cloud Portal >Settings > Recruitment V2 > Onboarding Templates.
In the **Cloud portal**, go to **Onboarding Templates** and create an **onboarding Template,** if one has not already been created and saved. See [**How to Create an Onboarding Template**](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/recruitment-v2-setup/onboarding-templates#onboarding-templates) for the detailed steps.
### **How to Assign Onboarding Template to a Specific Job?**
**Path:** Login into Cloud Portal >Settings > Recruitment V2 > Job Stages.
**Step 1:** Go to **Job Stages** and add a **new Job Stage template.**
**Step 2:** Click on the **+ Icon** under the **pre-boarding Stage**
**Step 3:** Select **flow** and select the **onboarding template** you created in **Step1** to the specific job, and click **Done**.
Follow these [**steps to add a new job stage**](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/recruitment-v2-setup/job-stages#job-stages)**.**
**Path Link**: [**https://cloud.pockethrms.com/Recruitment/RecruitmentV2/Index**](https://cloud.pockethrms.com/Recruitment/RecruitmentV2/Index)
### **How To Configure Onbaording Checklist in Hire V2?**
**Path:** ESS Portal > Hire V2 > Candidates > Onboarding Checklist
**Step 1:** Log in to the **ESS Portal** using an **HR login**, and Open the **Hire V2** module, go to **Candidates**, and select **Onboarding** **Checklist**.
**Step 2:** In the **HR** **Onboarding** **Checklist** **tab**, select the specific candidate and click **View Status.**
**Step 3:** If the status shows as Not Started or Incomplete, click the **eye icon** to view the candidate's task list,
or click the **nudge button** next to it to send a notification for the whole checklist to the person responsible for completing it.
**Path Link:** [**https://cloud.pockethrms.com/Recruitment/RecruitmentV2/Index?module=RecruitmentV2\&submodule=Job%20Stages**](https://cloud.pockethrms.com/Recruitment/RecruitmentV2/Index?module=RecruitmentV2\&submodule=Job%20Stages)
**Step 4:** The responsible Department’s Staff receives the **nudge** **notification** on their own **ESS Portal** login.
**Step 5:** Go to **Onboarding Checklist** and open the **Departmental Checklist** tab, Then click **Start Checklist**.
**Step 6:** Complete each task and check its **checkbox**.
**Step 7:** Once done, either click **Save and Complete Later** to save progress and finish the remaining tasks another time, or **click Complete All Items to submit the checklist**as done.
**Path Link:** [**https://ess.pockethrms.com/Recruitment/RecruitmentV2/OnboardingChecklists**](https://ess.pockethrms.com/Recruitment/RecruitmentV2/OnboardingChecklists)
**For any queries, contact** [**support@pockethrms.com**](mailto:support@pockethrms.com)
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