HR Manager Master Checklist Editor

Use the HR Manager Master Checklist editor to create checklists you can use to track employee progress and compliance as they complete the steps required for hiring, orientation, evaluations, termination, and more.

With your HR Manager open, select Master Checklist from the Edit section of the ribbon bar.

Select an Existing 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. If this is the case, you can enable the Show Inactive option at the bottom of the window to see all your checklists.

Add a Checklist - Right-click anywhere in the editing window, or click Add Checklist and type the name of your new list. New checklists are added to the bottom of your Master Checklist editor, but appear in alphabetical order in your HR Manager employee records.

Add a Question - Select the checklist to work with, then right-click or click Add Question and type the question. Your new question is added to the bottom of the Master Checklist editor, but appears in alphabetical order in your HR Manager employee records.

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. Deleted checklists and questions do not have an audit trail: They are simply removed from all HR Manager employee records.

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.

Save Your Changes - Click Exit to save the changes you have made and close the editing window.

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. See "HR Manager Employee Checklists" for details.