Viewing and renaming onboarding task categories

Task category labels

A case business analyst can change the labels for the task categories. However, you cannot add new task categories.

For example, you can change the Joining day tasks label to Day 1 tasks.

The label is reflected in the Onboarding Portal:

Process to personalize the onboarding flow

The following image shows the process to personalize the onboarding flow and the current step that you are on:

To rename a task category

1. In the Onboarding Portal, click  Settings.
2. Expand Content Management, and select Manage Content.
3. Search for the Onboarding Request use case, and select it.
4. From the menu items, click .
5. On the Human Resource settings page, expand Onboarding, and click Onboarding task categories.
6. Select a category and click Edit.
7. On the Edit onboarding task category page, click Localize.
8. On the Localize value page, specify a different name for English - United States. 
9. (Optional) To localize the field name, specify the term in the respective languages.
10. Click Save.

To delete or disable a task category

1. In the Onboarding Portal, click  Settings.
2. Expand Content Management, and select Manage Content.
3. Search for the Onboarding Request use case, and select it.
4. From the menu items, click .
5. On the Human Resource settings page, expand Onboarding, and click Onboarding task categories.
6. To delete a category, select it, and click Delete.
7. To disable a category, select a category, and complete the following steps:
   1. Click Edit.
   2. On the Edit onboarding task category page, change the status to Inactive.
   3. Click Save.

Where to go from here

Modifying-the-data-source-or-qualification-for-named-lists