What is a checklist?

A list of items to be performed, and checked off by a (single) specific User to manage a workflow process. Checklists can be created from Checklist Templates, or created from scratch.

Only HR Managers can create Templates and assign Checklists. A Configuration setting on each Checklist determines if Managers can assign that Checklists.

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

An example of a checklist is:

“New Joiners Checklist for <Bill Jones>” containing list of items to be completed by Bill’s manager

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