Checklists

Checklists is an option available in Human Resources and allows a list of tasks for various activities or processes to be created and used to ensure that each step on the list is completed (for example, New Hire Checklist).  Once a checklist has been created within the Checklist File, a checklist instance is setup (within the Checklist Instances option) for the defined checklist and tied to a designated employee, if applicable.

Steps to Add a Checklist

Steps to Change a Checklist

Steps to Delete a Checklist

Steps to Add a Checklist Instance

Steps to Change a Checklist Instance

Steps to Delete a Checklist Instance