How To Create Joining and Termination Checklists

• Log into People and Payroll Solution, and from the dropdown menu select the ‘HR’ module.

 

Fig 1.HR Module
 

• From the ‘Administration’ dropdown select ‘Checklist Maintenance’.

 

Fig 2. Check.ist Maintenance

 

• If a checklist already exists then it will appear on the next screen:

 

Fig 3.  Checklist

 

• Two checklist can be created and maintained: a Joining checklist for new employees, and a Termination checklist for employees that leave and may need to return items or complete specific company forms.

 

Fig 4. Checklist Type

 

• To create a new checkpoint for either list, click on the link:

 

Fig 5. Click on Link

 

• Select if the checkpoint is to be added to the ‘joining’ or ‘termination’ checklist:

 

Fig 6. Checkpoint Selection

 

• Then enter the description:

 

Fig 7. Checkpoint Description

 

• Click ‘Save'.
• The newly created checkpoint will then appear on the relevant list.

 

Fig 8. Joining Checklist

Fig 9. Termination Checklist

 

• The checklist maintenance area can also be used to search for employees that have completed / not completed the relevant items.
• Select the checklist to search.

 

Fig 10. Select Checklist

 

• The Location:

 

Fig 11. Select Location

 

• Which Division:

 

Fig 12. Select Division

 

• And tick the relevant boxes to search the system for.

 

Fig 13. Select Relevant Boxes

 

• And click ‘Search'.

 

Fig 14. Click Search

 

• This will return a list of all the employees in the search:

 

Fig 15. Available Employees

 

• Meaning that items which as yet haven’t been completed or ticked off on the list can be chased with the relevant managers / employees.