Overview

Task Templates are the powerful components in YeshID that makes it easy to templatize your onboarding and offboarding process. Scheduling the execution of those Task Templates is what will allow you to stay on top of your process and provide your employees a great experience while ensuring that all the relevant items are taken care of.

Before You Begin

You’ll want to make sure you have created an Onboarding or Offboarding Task Template by following the instructions here: How-To Create an Onboarding / Offboarding Task Template with YeshID

Important Concepts

• A Task Template consists of 1 or more Tasks
• A Task Template is scheduled on a User for a desired (start or end date)
• YeshID will then execute the Task Template based on the Tasks contained within.

How

1. Schedule a Task Template from the Home Page

1.1 From The Home Page, Select Onboard or Offboard

1.2 Follow the Wizard to Fill In Required Details

1.3 Step 1: Provide User Information

• The Company Email address suggests a naming convention of [email protected]. You can change this.
• The personal/recovery email address is the email address that will get the initial onboarding email with temporary password.