This article introduces the Onboarding Checklist feature in the Swif Desktop App, which lets new hires see and complete their IT onboarding tasks without signing into Swif.
What is the Onboarding Checklist?
The Onboarding Checklist is a dedicated page in the Swif Desktop App that shows all IT onboarding tasks assigned to a new employee (for example, “Install required apps”, “Enable disk encryption”, “Enroll in MDM”, etc.).
Key points:
Appears directly in the Swif Desktop App as a page called Onboarding Checklist
Shows tasks defined by your company’s Employee Checklist Templates
Updates progress in real time as the employee completes items
Automatically disappears once all tasks are done
This experience is designed specifically for new hires so they can complete setup tasks quickly and securely on their device.
No-Login Experience (How It Works for Employees)
New employees do not need a Swif account or login to see and complete the checklist.
Behind the scenes:
The Swif Desktop App uses the device’s serial number to securely request a temporary access token.
Using this token, the app fetches the new hire’s onboarding checklist from Swif.
The checklist is shown directly in the app — no username, password, or SSO required.
What the employee sees:
When they open the Swif Desktop App on a new/handoff device, the Onboarding Checklist page appears automatically if:
Their device is associated with an onboarding checklist, and
There are pending tasks to complete.
If there are no tasks or all tasks were already completed, the checklist page will not show.
You may notice:
The checklist can take a few seconds to appear after the app opens. During this time the app is:
Retrieving the device’s information
Requesting the secure token
Loading the checklist from the backend
Completing Tasks on the Onboarding Checklist
On the Onboarding Checklist page, employees can:
View all assigned onboarding tasks
See grouping and labels (for example: “Required by IT”, “Recommended”, or sections such as “Security”, “Apps”, etc.)
Mark items as Completed
When a task is marked completed:
The Swif Desktop App calls Swif’s backend APIs and saves the completion state
Progress is synchronized with the organization’s Employee Checklist Template configuration
When does the checklist disappear?
Once all tasks are completed:
The Onboarding Checklist page is automatically hidden/removed from the app.
The user is automatically redirected to the Overview page in the Swif Desktop App.
Going forward, the new hire will not see the onboarding checklist again on that device (unless new tasks are assigned in the future based on product behavior).
Mandatory vs. Optional Tasks
Admins can configure mandatory tasks within checklist templates (for example: tasks required for compliance or security).
On the Desktop App:
Mandatory tasks are respected as defined in the backend templates.
The app does not hardcode which tasks are mandatory; it simply follows the configuration coming from:
Employee Checklist Templates
Related product templates (e.g., Swif MDM)
This ensures that any changes made by IT in the backend templates automatically flow through to the end-user experience.
Which Employees See the Onboarding Checklist?
The Onboarding Checklist page shows when all of the following are true:
The device is enrolled or recognized by Swif (with a valid serial number).
The device is associated with an employee who:
Has an active onboarding checklist, and
Still has pending tasks.
The employee is using a recent enough version of the Swif Desktop App that includes this feature.
If any of these conditions are not met (for example, no pending tasks), the onboarding page will not appear.
Platforms & Versions
The Onboarding Checklist no-login experience is available in recent builds of the Swif Desktop App across:
macOS
Windows
Linux (x86 and ARM)
What This Delivers for IT & Security Teams
This feature is built to support IT onboarding at scale:
Frictionless onboarding for new hires — no waiting for accounts to be fully set up before starting device tasks.
Consistent experience tied directly to Employee Checklist Templates.
Accurate tracking — completion is recorded centrally and can be reviewed by IT.
Secure device-based access — checklists are exposed using device serial number–based tokens, not open links.