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Configure personal action types for onboarding

The Personal action types form controls which hire action types trigger the automatic application of an onboarding checklist when a worker action is completed. This flag must be enabled on each relevant action type.

  1. Open Personal action types

    In D365, search for and open Personal action types.

  2. Locate the hire action type

    Filter or scroll to find the action type used for new hires — for example, Regular.

  3. Enable the checklist flag

    Enable the Apply onboarding checklist flag (or equivalent setting in the Apply on field) for this action type. When a worker action of this type is completed, the system will automatically apply the nominated onboarding checklist to the new employee record.

    The Personal action types list with the regular hire action type selected and the Apply onboarding checklist flag enabled

  4. Save

    Click Save.

    Repeat for any additional action types that should trigger onboarding checklist assignment.