Once you have created templates for checklists, it's time to assign them to your employees. You can assign multiple checklists to employees with different categories, such as onboarding, offboarding, compliance, data security, etc., regardless of employee status.
Before diving in, make sure you have access to Checklists > Manage Checklists. If you can't access this tab, please contact your Admin to request permissions.
Assign a Checklist
Before assigning a checklist, make sure you have created a template, tasks, and determine which task will be assigned to which person or department.
Navigate to the Checklists > Manage Checklist
Click on Assign checklist
Select Assignee
Select HR-in-charge. Only users who have access to the Manage Checklists tab are on the HR-in-charge list.
Select Checklist Category
Then, select the Checklist Template you want
Review, add, or edit tasks if needed. All tasks in the template will be listed
Click Assign to confirm
📌 Note: After the checklist is assigned, your employees will receive an email notification
Track Progress
Navigate to the Checklists > Manage Checklist
Filter by Status (In Progress or Completed), Category, and HR in charge
Click on the arrow before the employee name to view Task List, Due date, and Assignee. Completed tasks will have a green checkmark.
Edit or Delete a Task
You can delete tasks or modify the content, assignee, and due date of both completed and incompleted tasks at any time.
Navigate to the Checklists > Manage Checklists
Filter by Status (In Progress or Completed), Category, and HR in charge
Click on the arrow before the employee name to view Task List
Find the task that you want and click on:
Edit (pencil icon): adjust the necessary fields
Delete: delete task from the employee's checklist
Confirm your action.
💡 Tip: An email will be sent to notify the assignee when task content is updated.
📌 Note: Completed tasks need to be reverted to In progress before editing.