Set Up Employee Checklists
Use checklists to track your employees' progress as they complete the steps required for hiring, orientation, evaluations, termination, and more.
How to Get Here
Open Master Checklist Editor - Employee Information ribbon bar > 
Choose Your Settings
Select a Checklist - Click the name of the checklist you want to work with. You can also click the arrow beside a checklist name to show / hide the questions associated with the checklist, or click Expand All or Collapse All to show/hide the questions for all checklists. If the checklist you want to work with is not listed, it might be flagged inactive. If this is the case, you can enable the Show Inactive option at the bottom of the window to see all your checklists.
Add a Checklist- To create a new checklist, click Add Checklist and type the name of your new list.
Add a Question - Select the checklist to work with, then click Add Question and type the question. Your new question is added to the bottom of the checklist.
Rename a Checklist or Question - Right-click the item to work with and select Rename. You can then type a new name for the checklist or question.
Delete a Checklist or Question - Right-click the item to work with and select Delete to remove it. You cannot remove a checklist that has questions associated with it: You must first delete the questions, then you can delete the checklist.
Toggle Active / Inactive Status - Right-click the checklist to work with and select Status Change to toggle the active / inactive flag. Checklists flagged as inactive will only appear in employee records and the checklist editor when the Show Inactive option is enabled.
Re-Order Questions - You cannot re-order existing questions within a checklist. Instead, you must delete questions and re-add them in the order you would like them to appear in the list, or rename each question to obtain the correct order.
Save Your Changes - Click Exit to save the changes you have made and close the editing window.
