HR Checklists

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 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 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 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