Assign an Employee Checklist

Modified on Wed, 3 May, 2023 at 2:24 PM

Checklists

Checklists include tasks or to do items that are completed by applicants, employees, or managers.

Checklists may be auto added at new hire, manually added to employees, or assigned through a workflow step. Individuals with the proper security permissions can assign checklists. Once assigned, employees can complete the checklist tasks.

Assign a Checklist to an Employee

Individuals with the proper security permissions can assign checklists. Once assigned, employees can complete their specific checklist tasks.

Navigation: Menu > Team > HR > Checklists > Checklists

From the Checklists page, select Assign New.
At the Employee(s) drop-down list, select Browse.
Select the appropriate employee, then select Apply.
This is the employee who should receive the checklist. .
At the Checklist drop-down list, select the appropriate checklist.
Select Save.

View an Assigned Checklist

Checklists assigned to employees can be viewed by administrators. Viewing a checklist allows you to monitor checklist completion, mark employee checklist items complete, add notes, download the checklist, or upload a document.

Navigation: Menu > Team > HR > Checklists > Checklists

From the Checklists page, select the View Checklist icon next to the appropriate employee.
In the Checklist window, select the ellipsis icon.
1. (Optional) Select Download PDF.
  This downloads the checklist into a PDF document.
2. (Optional) Select Upload Document.
  This allows for supporting documents to be attached to the checklist.
3. (Optional) Select Edit Checklist.
  This edits the configured checklist items for only this specific employee.
In the Checklist window, select the appropriate Checklist Item to view.
1. (Optional) Select the Notes icon to add information.
  Pertinent notes are stored on each employee record.
2. (Optional) Select Mark as Complete.
  This marks the checklist item as complete on behalf of the employee.
Select Exit Checklist.
This exits the assigned employee checklist.
Select Yes.