Checklist Filters

Modified on Thu, 4 May, 2023 at 1:52 PM

Auto Add Options

The Settings widget within the checklist configuration contains Auto Add options.

Menu > Admin > HR Setup > Checklists and then the specific configured checklist.

1. Auto Add to New Employees

To assign the checklist automatically to all new hires, select the Auto Add to New Employees box. If the checklist should not be assigned to all new employees, a filter option is available to customize the type of new hires who should receive the checklist.

The filter contains fields such as Account Status, Address options, Benefits, other Custom fields, Cost Centers, EIN, Managers, Profiles, Pay Type and more. When a field is selected and an option chosen for that field, the checklist is auto assigned to the appropriate new employees who meet the filter criteria.

2. Auto Add to Current Employees

To assign the checklist automatically to all current employees, select the Auto Add to Current Employees box. If the checklist should not be assigned to all employees, a filter option is available to customize who should receive the checklist. When selected, a user meeting the selected criteria via the filter is assigned a checklist.

Create a filter

Follow the steps below to create a checklist filter. We use a scenario where we have a new hire checklist which needs to be assigned only to exempt employees.

Click each image for either a visual and more information on the step.

1. Open the Filter option.

In the settings widget of the appropriate checklist, select the Filter icon.

2. Select Add.

Select Add to choose a filter field.

3. Choose the field to filter.

There are many fields to choose to filter on. Fields will vary based on whether the checklist is an employee or applicant checklist. Fields are found in employee profiles.

Select the flag icon next to the appropriate field.

4. Select filter criteria.

For the chosen field, select the criteria you wish to filter on. The drop-down arrow options vary by company configuration and the employee field selected.

5. Create additional filters, if needed.

If more than one filter is needed, select Add/Or to add additional fields. Repeat the above steps.

6. Save the Filter.

Select the Select button to save the filter criteria.

7. Select Save.

Select Save to save the filter to the checklist on the edit checklist screen.

Best Practice Tip

Set your filters for who to include in the list rather than who to exclud

Using Filters to Assign A Checklist on a Specified Date

Scenario

Your company needs a checklist assigned to all current employees on October 1st of the current year.

You can auto-assign checklists to all eligible employees on a specific date. In the filter, select Custom Date. This allows you to choose a single date via the Date Picker.

The selected date tells the solution when to assign the Checklist.

In addition, you can set a recurrence of when the Checklist should be auto assigned.

You can also set a recurrence End Date, which is the date the auto-assign will stop.