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HR Checklists

2 min

The HR Manager role has the ability to create checklists for other HR roles to use. For example, onboarding checklist, or benefit elections.

To create a checklist

Select More workspaces > HR Checklist > New HR Checklist.

Enter up to 10 items into your checklist with or without due dates.

Enter up to 10 items in your checklist with or without due dates

Select Label Only if you don't want to show the Done or Skipped buttons when the checklist is being used as part of an HR Case.

If there is a due date for your item, enter the number of days in Due in Days and select the Display Due Date checkbox.

To add a checklist to an HR Case

Open an HR Case.

Select the Checklist tab.

Select New HR Checklist Item.

To add an HR checklist to a case, select New HR Checklist Item.

Select a checklist type from the Checklist Name drop-down list.

Select a checklist type from the Checklist Name drop-down list.

Select Save.

To use a checklist associated with an HR Case

Open an HR Case.

Select the Checklist tab.

Select your chosen checklist and then select Go to.

Select your chosen checklist and then select Go to.

Select Done or Skipped buttons for the tasks that have been addressed.

Scroll across to the far right to add any comments for tasks.

Select Save.

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