Set Up Employee Checklists

Use checklists to track your employees' progress as they complete the steps required for hiring, orientation, evaluations, termination, and more.

 

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How to Get Here

• HR Manager ribbon bar > Checklist Master List.

  Show/hide example

  Select Checklist Master List from the Setup section of your HR Manager ribbon bar.

  

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Setup

• Select a checklist - Click the name of the checklist you want to work with. You can also click the arrow beside a checklist name to show / hide the questions associated with the checklist, or click Expand All or Collapse All to show/hide the questions for all checklists. If the checklist you want to work with is not listed, it might be flagged inactive (described below). If this is the case,you can enable the Show Inactive option to see all your checklists.

• Add a checklist- To create a new checklist, click Add Checklist and type the name of your new list.

• Add a question - Select the checklist to work with, then click Add Question and type the question. Your new question is added to the bottom of the checklist.

• Rename a checklist or question - Right-click the item to work with and select Rename. You can then type a new name for the checklist or question.

• Delete a checklist or question - Right-click the item to work with and select Delete to remove it. You cannot remove a checklist that has questions associated with it: You must first delete the questions, then you can delete the checklist.

• Toggle active/inactive status - Right-click the checklist to work with and select Status Change to toggle the active/inactive flag. Checklists flagged as inactive will only appear in employee records and the checklist editor when the Show Inactive option is enabled. (See "Select a checklist" above.)

• Re-order questions - You cannot re-order existing questions within a checklist. Instead, you must delete questions and re-add them in the order you would like them to appear in the list, or rename each question to obtain the correct order.

• Save - Click Exit to save your changes and exit the checklist editor.

• Set Up HR Manager
  • HR Manager Security
  • Import Employee Photos
  • Set Up Employee Checklists
  • Set Up Notepad Categories
  • Set Up Time Clock / Job Categories
  • Set Up Calendar Categories
  • Set Up Work Week

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