Task templates
A reusable list of steps for new hires, transfers, rehires, yearly refreshers or a new policy. Preview the sequence before you assign it.
AppyOnboard by AppyShift
New hires finish their paperwork on their phone before day one.
Build a task list once for each position: forms made from your own PDFs, signatures drawn by hand, quizzes, guided steps, document uploads and the I-9. New hires finish it on their phone before day one, and you see each step as it's done. No paper packets.
Included from the Growth plan up. See plans
- 14-day free trial
- No credit card required
- Human response within 48 hours
At a glance
Everything AppyOnboard does
Assigned automatically
Give every new hire the same template, or one for each position. Add a single task to anyone, any time.
Forms from your own PDFs
Upload a PDF and draw boxes for short or long answers, dates, checkboxes, and employee and manager signatures.
Filled in from the profile
Answers can come from the employee's record, required or read-only, so nobody types their address five times.
Signed by hand, with a record
Signatures are drawn with a finger or mouse after agreeing to sign electronically. AppyShift keeps the name, time, IP address, device and a fingerprint of the form.
Quizzes and training
Add a quick quiz with a passing score, or any AppyTraining course, as a step. See each attempt and its score.
Guided steps and uploads
A step to read or watch, or a photo of a card or license to upload for review.
The I-9
The employee completes Section 1 in the app; a manager completes Section 2. Corrections and Supplement B are covered.
Due and unlock dates
A due date keeps it on time; an unlock date hides a task until the day it should start.
Progress you can see
Each employee's task page and the Employee Task Progress report show what's open, done and waiting on a manager.
Handbooks and policies
Share documents by category, ask for an acknowledgement, and see who has signed.
Certifications and licenses
Track each person's certifications and licenses and when they expire.
Employee files and notes
Keep each employee's documents and manager notes in one place.
See it in the app
How it looks at a desk and on a phone
Every screen here is a real AppyShift page from our demo company, Invisible Light Restaurant. Open the demo to try it yourself.
A to-do list on their phone
New hires see their tasks on Home and under To do, with a button that says what each one needs: Fill Form, Review Task, Start quiz, Complete I-9 or Upload. Forms open right in the app, zoomed to fit.
- Progress shows how many are done
- Send a requested document by photo or PDF
- A form that also needs a manager's signature says so
Signed by hand, quizzes passed
Employees draw their signature, agree to sign electronically and select Sign; it goes everywhere the form asks for it, with the date. Quizzes show the passing score before they start.
- Signatures can't be typed
- A signing record is kept with every signed form
- Quiz results and attempts are there for the manager
Build it once for each position
A template is an ordered list of tasks: a guided welcome, a form to sign, a quiz, a meeting with the manager. Drag them into order, tie the template to a position, and preview what the new hire will see.
- Task types: simple check, guided step, custom form, quick quiz or training course, credential upload and the I-9
- Wording changes apply to future assignments; tasks already assigned keep theirs
Turn any PDF into a form
Upload the PDF you already use, choose an answer type, name it, and draw its box on the page. Mark answers required, fill them from the profile, and place employee and manager signatures where they belong. Changes save as you go.
- Short answer, long answer, date, checkbox and signature fields
- Replace the PDF later; completed copies don't change
See every step as it's done
Each employee's Tasks page shows what's complete, what's waiting and what needs you. Sign a form that needs a manager, finish Section 2 of the I-9, see quiz results, or review an upload.
- Add a template or a single task with due and unlock dates
- Mark a task done, reopen it or remove it
Handbooks and policies, acknowledged
Documents & Policies holds what you share, by category. When you ask for an acknowledgement, a yellow box lists what needs signing and the employee confirms they've read each one.
- Acknowledge & Sign records the date and time
- Message HR from the same page
- Your Signature Completion Tracker shows who has signed
Every feature, by plan
Everything in AppyOnboard
Included from the Growth plan up. Some features are for certain industries and are turned on in setup.
- Onboarding tasks and forms Growth plan New-hire to-dos, forms, quizzes, and policy sign-offs.
- Form I-9 Growth plan Complete Form I-9 online, with Social Security numbers encrypted.
- Certifications Growth plan Track certifications and licenses and when they expire.
Try AppyOnboard free
Enter your work email to begin your free-trial signup.
Questions about AppyOnboard
Can new hires finish this before their first day?
Yes. Once they have an AppyShift login, their tasks are on Home and under To do. They can fill forms, sign, take quizzes and upload documents from a phone, and you see each one as it's done.
How are forms signed?
Employees draw their signature with a finger or mouse after agreeing to sign electronically; it can't be typed. AppyShift keeps a signing record with their name, the date and time, IP address, device and browser, and a fingerprint of the form.
Can I use my own forms?
Yes. Upload a PDF of up to 20 MB, draw boxes where answers and signatures go, and choose which answers come from the employee's profile. Test it with one employee before you assign it widely.
Does it handle the I-9?
Yes. The employee completes Section 1 in the app, and a manager completes Section 2 from the employee's task page. Corrections and Supplement B are supported.
Is it only for new hires?
No. Use templates for transfers, rehires, yearly refreshers or a new policy sign-off. An unlock date holds a task back until the day it should start.
Which plan includes AppyOnboard?
AppyOnboard is included from the Growth plan up, with all of its features.
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See AppyOnboard with your own team.
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