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 applicable group that the Checklist Item will populate under.

4. Next, select the number of items you would like to add by selecting the applicable value in the dropdown menu.

5. From the Item menu below, click the checkbox to the left of the Checklist Items that you would like to add (i.e. HR Action, Custom Form, Government Form, etc.). Click Add Selected to Finalized.

            

6. Once your Checklist Item has been added, click the pencil icon to the left of the new content Item(s) to edit the applicable fields:

1. Item Group: Description of current group; can be reassigned if necessary.
   
2. To Be Completed By: Designation of who is responsible for completing the checklist item (i.e. Employee, Employee's Manager, Anyone, etc.).
   
3. Confirmation Required: If checked you will input applicable confirmation text.
   
4. Send Reminder Notification: If checked, reminder notification will be sent to the party designated to complete the checklist item if left incomplete by a designated time-frame.
   
5. To Be Completed By (Date): Indicates the period of time the designated party has to complete the checklist item. Can be set in a period of Days, Months, Weeks, Years, etc.
   
6. Name: Name of Checklist Item 
   
7. Text Field: Description field of Checklist Item, will display to all assigned.
   
8. 
   

                  

7. Once saved, the new check list item will display in the order that it appears on screen. If needed, use the arrows to the far right of the screen to move the item up or down the list.

8. To remove an existing checklist item, simply click the "X" to the right of that particular item and click Save to finalize.

            

 If you are adding checklist items such as a new Custom Form, you must enable permissions from within the Employee security profile.  Navigate to Profiles/Policies > Security and select to View/Edit from the Custom Form section of the ESS tab.

            

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