Checklist set-up

The lists checklists are made from, starting with your country's steps: each task with its owner, its due day and whether it is required; who does the HR, IT and finance tasks; and each person's user. Part of the Onboarding & exit checklists add-on.

Steps

  1. Open Onboarding & exit → Checklist set-up. On Lists pick a list to change its tasks: the task, who does it, the due day (days from the start or the last day; negative is before) and Required.
  2. Press Add task for one more, Joiner list or Leaver list for another list (for example, for drivers), then press Save lists.
  3. On Who does what choose the users who get the HR, IT and finance tasks of new checklists.
  4. On People choose each employee's user, so managers and employees get their own tasks.

Tips

  • Changes apply to checklists you open from now; open ones keep their tasks.

In the app, press F1 or ? on this screen to open this guide next to your work.

This guide belongs to the Onboarding & exit checklists module. Learn more

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