Add a New Checklist

Modified on Thu, 4 May, 2023 at 1:47 PM

Create a new Applicant Checklist

To create a new APPLICANT checklist, access the following navigation path:

Menu > Admin > HR Setup > Applicant Tracking/Recruitment > Checklists

Create a new Employee Checklist

To create a new EMPLOYEE checklist, access one of the navigation paths:

Menu > Admin > HR Setup > Onboarding > Checklists
Menu > Admin > HR Setup > Checklists

After selecting Add New, the initial Checklist widget appears. Study each marker (+) below to learn what each field represents.

Name – The name of your checklist.
Category – Used to denote if the checklist is for an applicant or custom checklist. It is also a way to assemble checklists together. This field is a drop-down, but also is a keyable field if needed.
Description – Shows individuals receiving the checklist. It acts like global instruction.
Active – Allows a checklist to be active or inactive. Unselect the checkbox if a checklist does not apply to your company.
Change to Completed – Checklist status shows as completed in the application when all items are finished by individual.
Date Can Be Entered – Allows an individual to choose the date from a calendar as to when they did the checklist item rather than a system being displayed.
Enforce Completion Order – Forces an individual to complete checklist items in sequential designated order.

Once a checklist name is created, Groups or Checklist Items are added.

Add Group versus Add Checklist Icons

To add a Group to a checklist, select Add Group. Groups are a way of organizing similar tasks together in a checklist for ease of viewing by the Administrator. As an example, a checklist may have certain tasks that employees need to complete and certain tasks managers need to complete. Groups are only viewed by the Administrators of checklists.

The image below shows how two groups organize the information in the checklist configuration.

Checklists using groups

Groups do not assign the checklist item to particular individuals. The assignment to who receives the checklist item is done within the checklist item itself.

To add a To Do item to a checklist, select Add Checklist Item. This is the actual task an individual will need to accomplish. After adding a Checklist item, configure it based on the item itself. The list of checklist items is standard (not customizable).

Checklist items include:

Custom Form – Allows for selection of a custom form to be completed by selected user.
Government Form – Allows for selection of a government form to be completed by selected user.
HR Action – Activates an HR Action.
Hyperlink to page outside system – Provides a link to an external URL.
Hyperlink within System – Will allow you to create a link to a screen within the application.
Screen Link (Benefit Enrollment) – Provides a link to Benefit Enrollment.
Screen Link (My Direct Deposit) – Provides a link to Direct Deposit.
Screen Link (My Form CA 2810.5) – Provides a link to the form.
Screen Link (My Form CC-305) – Provides a link to the form.
Screen Link (My Form I9s) – Provides a link to Form I9.
Screen Link (My Form Withholding) – Provides a link to the Withholding page.
Simple Check – Allows you to define your own process steps.
Upload Document – Provides an option allowing employees to upload documents.

The image below gives an example of how different configured checklist items appear. To configure a checklist item, select the Edit icon.

Checklist Items