Configure Manager Checklists

You can configure checklists to guide managers through the activities they need to complete for each newly hired employee. You can then assign these checklists to onboarding policies.

Checklists can be configured a number of ways, but a best practice is to organize them by time. For example, you can configure separate checklists for manager tasks to be performed prior to the employee's first day, on the employee's first day, and during the employee's first week.

Role feature access: Onboarding Setup > Manager Checklist Configuration

To add a manager checklist:

1. Go to Onboarding Setup > Manager Checklist Configuration.
2. Click Add.
3. In the Properties tab, complete the following information:
   • Name (Required): Enter a name that describes the checklist.
   • Reference Code (Recommended): Enter a unique reference code that can be used to identify the checklist.
   • Effective Start Date (Required): The date the checklist first becomes effective.
   • Effective End Date (Optional): The date the checklist is no longer effective.
   • Description (Optional): Enter a description for this checklist.
4. Click the Tasks tab.
5. Click Add under the tab to add a task to the checklist.
6. In the Task field, enter a name for the task.
7. Ignore the Due Date Type field, which is always set to the employee's first day.
8. In the Due Date Offset field, enter the offset in days from the first day that corresponds to when the task is due. Use a negative number for the tasks that must be done before the first day of work, or a positive number for tasks that need to be done after the first day of work. For example, enter -4 to specify that the task is due four days before the employee's first day.
9. (Optional) Complete any of the following options:
   • To allow managers to mark this task as Not Applicable, select the Is Task Optional checkbox.
   • To limit the task to certain employees, define qualifiers by making selections in the Job, Union, Tax Country, or Tax State/Province drop-down lists.
   • Note: These qualifiers are evaluated against the onboarding employee, not the manager. For example, there is a manager task called “Get a Visual Studio developer license from the IT department” with “Software Developer” chosen as the qualifier in the Job drop-down list. If onboarding employee A is a software developer, then A’s manager will be assigned this manager task. If this same manager has another onboarding employee B who has a QA role, then the manager will not be assigned the task for that employee.
   • To add a description for the task, click the Add Task Description link and enter a description using the text editor.
10. (Optional) Add an attachment to a task, which can be either a link or a document:
    • To add a link to the task (such as a link to the company website), select Add Link. Enter a URL and title in the fields provided.
    • To attach a document to the task (such as a policy or procedure), select Add Document then select or upload the necessary document.
    • Note: You can select documents you uploaded in the past from the drop-down list. If you upload new documents, they are automatically assigned an onboarding document type so they will be available for future sessions.
    • Note: The following document types are supported: DOC, DOCX, PDF, HTML, HTM, WKS, TXT. Managers and employees must have their roles assigned in Documents > Admin > Document Types to have access to each of these document types.
11. Repeat steps 5 through 10 for any additional tasks in this checklist.
12. (Optional) To move a task up or down in the checklist, select the task and then click Move Up or Move Down.
13. Click Save.