Adding a Checklist to Employees

Checklists are used to walk an employee or payroll administrator through a specific company process. This could be something like new hire orientation or termination of a previous employee. 

Navigate to Team > Hr > Checklists > Checklists. 

Click Assign New in upper right hand corner.

This will open the Assign New Checklist box. This box is where you can select employee(s) and specific checklist.  First in the Employee(s) drop down box select Browse...

This will open the browse and select employees box. Check the box next to the employee(s) name and click apply. 

Next using the checklist drop down, select the checklist you would like to assign to the employee(s). 

Finally, click Save. 

​

 

• Related Articles

• View and Download Checklist Items

  The Checklists report page, located under Teams > HR > Checklists > Checklists, includes options to view and manage checklists and checklist items for each employee. From this page, you can also assign a new checklist to one or more employees. ...

• Assigning Broadcast Messages to Employees

  Assigning employees to a Broadcast Message is done from the Employee Information Screen. To use this feature, you must select one or multiple employees using the checkboxes provided and then select the Communicate button. If sending an Email, toggle ...

• How to Add/Remove Items from Checklists

  1. Navigate to Settings > HR Setup > Checklists to access the checklist page and click the pencil icon to edit the desired checklist. 2.Once Inside the checklist click the Add Checklist Item button in the top right corner. 3. First, select the ...

• Creating and Adding Credentials to Employees

  The first step is to create the credentials. This is done by using your full navigation menu in the upper left hand corner of your screen and going to Settings > HR Setup> Credential Types Once on the Credential Types page you will click Add New to ...

• Adding a Note or Doc to a TimeSheet

  Navigate to Team > Time > Timesheets > Current or use the search option in the main menu. After accessing the report, click the pencil icon to the left of the employee to access and edit their timesheet. Adding a Note to the Timesheet Choose the date ...