HR Manager Checklist Panel

Use checklists to track your employees' progress as they complete the steps required for hiring, orientation, evaluations, termination, and more. All operators with at least "read only" HR Manager security access can view this area of the employee record.

Get Started

Set Up Checklists - Create the checklists you want to use with your employee records. See "Set Up Employee Checklists" for details.

Use This Feature

View Employee Checklist - HR Manager employee record > Employee Information ribbon bar > Panels section > Checklist. (See "HR Manager Employee Records" for details about opening employee records.)

Edit Data - Anyone that can view this panel can edit it. Click to check / uncheck questions as needed to indicate that the employee has completed this action. When you exit and re-enter the employee record, the date is automatically noted beside any question that you enabled.

Save - Any changes you make to this area of the employee record are saved immediately.

More Information

Work With Employee Record Panels - See "HR Manager Employee Records" for details about expanding, rearranging, and working with the panels of your employee records.