Today, I began using Monday.com’s Recruitment and Onboarding template which comes with three integrated boards: Recruitment Pipeline, Onboarding Checklist, and Employee Directory. When an applicant’s “Contract” status on the Recruitment Pipeline board is changed to “Go,” there is supposed to be an automation that automatically creates a new Onboarding Checklist board for that new hire. However, this is not happening. Please help.
Hi @SSDASH!
The good news is this is a pretty simple fix!
For any board you are looking to create after a status changes, a few requirements are needed:
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Make sure the template board (onboarding Checklist) is a main board
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Turn that board into a template by clicking the three dots > Save as Template
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Once that is complete go into your Recruitment Pipeline board and set up the automation: When status changes to Go, then create a board from template.
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Set the board part of the automation to your Onboarding Checklist template and alter the name to the item name on the Recruitment Pipeline.
If you need further assistance just reach out but that should help you create the board you are looking for!
Mike B
Eligeo