The four onboarding task types

The four types

Manual

A plain checkbox. Use it for anything that doesn't need a specific integration: meeting introductions, equipment setup, reading a policy document, joining the company Slack.

The employee (or an admin) ticks the box when done. If there's a relevant link, include it in the task description.

E-sign

The system automatically creates a signature envelope for this task. The task ticks itself off when the signer signs.

Use it for contracts, NDAs and offer letters. When you add an e-sign task to a template, you configure:

• The document type (contract, NDA, offer letter, or your own uploaded PDF)
• Who signs — usually "the employee" but can include their manager as approver

When an employee gets this task, the envelope is created in draft state — review it on the E-signatures page, then send when you're ready.

Training

Links the task to a course defined in Learning & Development > Mandatory training. The task ticks off when the employee records completing that course.

Use it to ensure new starters complete required training in week one — cyber awareness, data protection, fire safety, etc.

Document upload

Prompts the employee to upload a specific type of file (passport, right-to-work share code, P45, DBS certificate, etc.).

The task surface in My onboarding shows an upload button. When they upload, the document is filed under their personal documents with the right type tag, and the task ticks off automatically.

Who can complete what

Task type	Who can mark complete
Manual	Employee (from My onboarding) or admin
Document upload	Employee uploads the file — auto-completes
Training	Auto-completes when training record is added
E-sign	Auto-completes when the signer signs — no manual override

Admins can always mark any task complete or skip it from the employee's detail page.

Blocking vs non-blocking

Turn on blocking if a task must be completed before the employee can be considered "fully onboarded" — usually applies to right-to-work and contract signing. Non-blocking tasks are reminders only.

The employee can still progress without blocking tasks complete — the flag is informational for your records.