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Completing Checklists

Applicable packages Leave Time HR Essentials HR Success

Required Roles Team Manager HR Manager Administrator ADU Manager

If you've been assigned a Checklist, you'll have received an email to let you know. There's also a notification within Appogee HR which you can see in your actions section as well as the alerts panel. 

Open the Checklist to work through it.

The top of the Checklist will give you some information about it. If the Checklist is about another employee (e.g. a new starter's induction plan) you will see who this is for in the Target Employee section. 

Underneath the overview, you will see a list of items to work through, you can click the button on the right-hand side which will mark the item as complete. Optionally, you can add a comment to the box which will be seen by the person who assigned you the checklist. 

As you work through the Checklist, the progress circle at the top will update. 

When all the activities have been completed, the Checklist will prompt you to submit it. 

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