WFM UK: UI Refresh HR: Creating Joining and Termination Checklists

• Log into the Workforce Management solution and from the 'burger' menu go to HR > Administration > Checklist Maintenance

Fig.1 - HR > Administration > Checklist Maintenance

Existing checklists will display onscreen. By default, these will be 'Joining' checklists for all Locations and Divisions.

In the system, 'checklists' are also referred to as 'checkpoints'.

• Select Create Checkpoint

Fig.2 - 'Create Checkpoint' button

• Using the Type drop-down, select either Joining (for new employees) or Termination (for employees who are leaving)
• Enter a Description and then Save

Fig,3 - Creating a new checklist

The newly created checkpoint will then appear on the relevant list.

Fig.4 - Newly added checkpoint on list

Reviewing Existing Checklists

• When on the Checklist Maintenance page, use the Type, Location, and Division drop-downs to filter the existing checklists - the page will update automatically
• Then, use the Not Completed/Completed tickboxes as required and select Search

Fig.5 - Searching for employees who have completed various checkpoints

This will return a list of all the employees who meet the criteria. Managers/employees can then be contacted as required to complete any outstanding tasks.

• 10 records per page will be displayed. To change this, use the ellipsis button as shown below in Fig.6

Fig.6 - Search results, records per page options