Onboarding & offboarding
Verify onboarding documents
Link an employee document to a document checklist task and record its verification status.
What this does
Users with onboarding update access can link an employee document to a document checklist task and record its verification result.
Before you start
The employee must have an onboarding record, and the employee document must already be available in Documents.
Steps
- Open Onboarding and select the employee.
- In the checklist, find a task in the Documents category and select the matching employee document.
- Choose Verification pending, Verified, or Rejected. A document must be linked before it can be verified. For a required document task, also set the task status to Completed.
Result
The task shows the linked document and verification status in onboarding. For general employee records, continue to Employees; for the onboarding checklist, see Onboarding overview.
Related/Next guide: Onboarding overview and checklist.