Set onboarding parameters

The Human Resources parameters form controls which onboarding checklist is applied automatically when a hire worker action is completed, and how many days the new employee has to complete their onboarding tasks.

1. Open Human Resources parameters

   In D365, in the Human Resources module, under Setup, open Human Resources parameters.

2. Go to the Recruitment tab

   Select the Recruitment tab on the left.

3. Nominate the default onboarding checklist

   In the Onboarding checklist field, select the checklist to apply automatically when a hire worker action of the configured type is completed. Only one checklist can be nominated as the default.

4. Set the completion period

   In the Number of days field, enter the number of days the new employee has to complete their onboarding tasks from their start date.

   

5. Save

   Click Save.