> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.heartsome.co/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Setting up onboarding steps

Learn how, as an HR admin, you set which steps go on the checklist when a new colleague starts. Think of the things you need to arrange for every new colleague, but that are easy to forget.

#### Where do you find it?
Go to Company Settings → Onboarding.

#### What's already there?
If you haven't changed anything yet, you'll see six example steps:
* Create their email account
* Add them to the chat tool
* Give them access to the password manager
* Get their laptop ready and record it under Assets
* Plan their first day
* Schedule a check-in after their first month
Change them to fit your company's tools and habits.

#### How to change the list
* **Add a step**: click Add step, type the step, for example "Introduce them to the team", and click Add.
* **Edit a step**: click Edit next to the step and click Save.
* **Delete a step**: click Delete and confirm.
* **Change the order**: drag a step to a different place.

Changes apply to everyone whose onboarding you start from then on. The checklist of someone whose onboarding has already started doesn't change. To add a step for one person, add it on their own checklist. See [Onboarding a new colleague](https://help.heartsome.co/en/article/onboarding-a-new-colleague-giomq5/).

| Tip: put the steps in the order you usually do them: first what needs to be ready before the first day, then what comes in the first weeks.

||| Note: if you delete every step, Heartsome no longer offers an onboarding checklist for new colleagues.

#### Who can do this?
HR admins and the account owner.