HR Manager Employee Checklists

Open the employee's HR Manager Checklist panel to view and 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.

Set Up Your ChecklistsClosed - Use the Master Checklist editor to create the checklists you want to use with your employee records. See "HR Manager Master Checklist Editor" for details.

Click to OpenOpen an Employee Record

With your HR Manager open, select the employee you want to work with at the left of the window. The photo of the employee appears at the top. If not all your records appear in the list, you can enable the Show Inactive option at the bottom of the window to see them.

Hidden RecordsClosed - Employee accounts that are flagged with "Hide from Timeclock Tracker / HR Manager" in your Operator editor will not appear in the HR Manager employee list.

Click to OpenView Employee Checklists

Enable the Checklist option from the Panels section of the HR Manager employee record to include that portion of the record on your screen..

Viewing Security AccessClosed - All operators with at least "read only"HR Manager security access can view this area of the employee record.

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

View DataClosed - Click the arrow beside a checklist name to show / hide the questions associated with that checklist. All entries made to a checklist include the date the change was made.

Show Inactive ListsClosed - Enable this option, at the bottom of the Checklist panel, to include inactive checklists in the window. See "HR Manager Master Checklist Editor" for details about toggling the active / inactive status of a checklist.

Edit DataClosed - 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 refresh the employee record, the date is noted beside any question that you enabled.

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