Administrators
- Set whether checklists are created by administrators only or by all
- Creation of checklists
- Running checklists
- Manage, edit and delete checklists
- Preview the audit log of checklist
Checklists for HR process automation
Checklists are designed to make the work of HR managers easier, as they have to deal with the repetitive needs of employees who are joining or leaving over and over again.
Automate onboarding, training and other common HR processes. Those are task reports that contain their complete assignments and the users who are supposed to perform them. The moment you need to run a process workflow, just select the target user and run the checklist for them.
Creating a checklist
The HR manager creates a checklist with the complete task assignments and the specific people who will perform the tasks. It will also add tasks for a user who is not yet known, for example, because he or she is just joining the company. This will be determined when the checklist is started.
Detailed task assignments
Setting up authorised users
Attachment files and web links
Starting the checklist
To set a checklist in motion, you select the user who will be affected by the checklist - for example, who will be joining the company next week - and run the checklist. Everyone who has tasks assigned will receive notifications with links to the tasks. And there you go :-)
Master user settings
Automatic task distribution
Delegated users get a notification
Task completion check
HR managers have a complete overview of all checklists and their completion status in several handy views - list, calendar and kanban. Tasks can be annotated, files can be attached and their completion status can be marked.
Color-coded task statuses: TO BE COMPLETED, ONGOING, COMPLETED
Kanban and calendar view of tasks
Clear dashboard of running tasks
Task comments and attachments
Notification is sent when the entire checklist is completed
“A typical example of using checklists: an employee starts a worker position; you define in advance who will provide him with the tools, who will take his picture on a card and who will entrust him with the keys. The incoming employee will then be required to review and approve the pre-specified documents.”
DETAIL OF FUNCTIONALITIES BY USER ROLES
Team Managers
- Preview subordinates’ tasks and their performance
Employee
- Preview of my tasks
- Moving a task to the next status
- Task completion
- Create and run a checklist (if enabled for all)
- Inserting an attachment (file) into the checklist
- Receive notifications – user is assigned a task
- Receiving notifications – another user has completed my task
- Receiving notifications – my checklist is complete