When are ClickUp tasks created?
On hire and termination lifecycle events, using the templates you configure.
Integration
Hire and exit task lists in ClickUp
When an employee joins or leaves, Peovix can create a ClickUp list from your hire or termination template. The checklist of record stays in Peovix.
Hire templates · Exit templates · Outbound tasks · HR record stays in Peovix
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Live workspaceClickUp
app.peovix.com
SSO (OIDC)Enabled
MFA for adminsRequired
Audit logImmutable
Available
Setup
How teams connect it
- Connect ClickUp under Connected apps.
- Point hire events at an onboarding list template.
- Point termination events at an offboarding list template.
- Keep asset, policy, and payroll steps in Peovix. ClickUp is the project board.
Limits
What this connector is not
- Task creation is outbound. ClickUp does not become the employee record.
- Completing a ClickUp task does not automatically close every Peovix checklist item.
Does ClickUp replace onboarding packets?
No. Onboarding and offboarding packets stay in Peovix. ClickUp receives a task list for the team that works there.
Is the sync two-way?
It is outbound from Peovix to ClickUp. Peovix remains the system of record for the employee.
Connect ClickUp on a trial
Start a 7-day trial or ask us to map the connector to your stack.
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