Create a New Checklist

Follow these steps to create a new checklist:

1. Navigate to People → Employee module, click the Settings icon on the top-right.

   

2. Navigate to the Checklists tab.

3. Click the Add Checklist button.

   

4. Enter the name for your checklist.

5. Configure required ongoing and offboarding tasks.

6. Review the selections you made in the previous steps and save your changes.

7. The new checklist will be visible in the People → Employee → Settings → Checklists tab.