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What is a Checklist?

Applicable packages Leave Time HR Essentials HR Success

Required Roles Team Manager HR ManagerAdministrator ADU Manager

A Checklist is a to-do list which sets out a series of steps that will be required to complete a workflow process.  

By creating templates for frequently used Checklists you can ensure staff can follow a consistent set of steps when encountering a situation they are not used to doing on a daily basis - such as hiring a new member of staff or carrying out a performance review.  

Checklists can be created on the fly or a template can be used to start a process and modified to suit the specific need at the time.  

Each item on a checklist can then be ticked as complete by the specific target user managing the workflow process. Checklists can be created from Checklist Templates, or created from scratch.

If there are 10 items on a checklist and one is completed the checklist is shown in Appogee HR as 10% complete.  

Once all items are ticked off it will show as 100% complete and an option is provided to the target User to submit the completion of the Checklist. This can trigger notification alerts based on the defined Checklist notification rules.

Only HR Managers can create Templates and assign Checklists. 

A Configuration setting on each Checklist determines if Managers can assign those Checklists.

Checklists specify a due date and provide reminders relative to that due day.

An example of a checklist is:

Joiners Checklist:

  • Provide NI Number
  • Car Registration
  • Acknowledge Company Documents - Covid 19
  • Complete Profile in Appogee HR
  • Update your Bank Details
  • Fill in your Emergency Contact Information

For offboarding leavers:

"Sample leaver checklist" 

Set to automatic assignment when the employee status is set to Former, and assign to the target's Manager.

For further information on checklists, please see here.

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