Checklist Instances

Checklist Instances is an option available in Human Resources and is used to create a specific occurrence (and tie to a designated employee, if applicable) for a checklist in order to track the progress for the activity or process.  For example, a checklist instance can be created for a new hire checklist for a newly hired employee to ensure each step on the new hire checklist is completed for the employee.  As each step is completed, the user who completed the task updates the status of the task on the checklist to "Closed", while the system tracks the user who closed the task and the date it was done.

Email messages can be sent for the steps on a checklist instance as a reminder for users to complete the applicable tasks.

Steps to Add a Checklist Instance

Steps to Change a Checklist Instance

Steps to Delete a Checklist Instance