If you have the Admissions Manager or Admissions Staff role, you can review and set when a specific staff member will receive a reminder for when an item is due on a Candidate's Checklist.

  1. Navigate to onBoard.
  2. Select Settings (gear icon) > Checklist.
  3. To the right of the Checklist you want to set reminders for, click Edit.
  4. To the right of each Step you want to set the reminder for, click the yellow pencil/Edit icon.
  5. From the Reminder drop down, select a reminder option. 
    • If you select an "X-Days" option, an additional drop down will appear to select the X number of days.
  6. Click Save.
  7. If this Checklist is already in use, you will receive the following message:
    • There are existing candidates tied to this checklist. The changes made to this checklist can only be applied to candidates who already have this Step on their checklist.
  8. Select Yes or No to change existing Candidate Checklists.
  9. Click Confirm.

Checklist reminders will appear on the Calendar under onBoard > Dashboard:

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