WFM UK: HR: Administration Drop-Down: Checklist Maintenance

Overview

A Joining and Termination Checklist can be recorded against an employee to ensure that all the steps in the Joining/Termination process are completed. This can also be reported on by using the Checklist Report.

Creating Joining/Termination Checklist Items
 

• From the HR Module select Administration and then Checklist Maintenance
• From the Type drop-down select Joining or Termination to view the relevant Checklist

Fig.1 – Joining/Termination drop-down

• Select Create Checkpoint 

Fig.2 – Create Checkpoint

• From the Type drop-down, select Joining or Termination
• Enter a Description and Save

 
Fig.3 – Edit Checkpoint

• To remove the Checkpoint, select Delete?

Editing the Joining Checklist
 

• Go to HR > Employees > Employee List
• Select the Employee required for the checklist to be used against
• Select Joining Checklist from the Employee Info drop-down
• Populate the boxes in the Description and Notes section with the items to be used on the Checklist, e.g. Contract of Employment (see Fig.4)
• Use the check boxes under Not Completed, Completed and N/A to track completion

Fig.4 – Joining Checklist Details

Editing the Termination Checklist
 

• Go to HR > Employees > Employee List
• Select the Employee required for the checklist to be used against
• Select Termination Details in the Termination Details drop-down 

Fig.5 – Termination Details in the Employee Info drop-down

• When the employee has been terminated, select the Termination Checklist link, seen in Fig.6

 
Fig.6 – Termination Checklist Link

• Populate the boxes in the Description section with the items to be used on the Checklist, e.g. Exit Interview, Locker Key Returned (see Fig.7)
• Use the check boxes under Not Completed, Completed and N/A to track completion

 
Fig.7 – Termination Checklist Items

For more articles on the Administration drop-down menu, please see - WFM - Getting Started WFM Administration