Overview
Creating a checklist for managers helps ensure they complete essential tasks during onboarding. Imagine a manager starting a new onboarding process. Having a checklist allows them to keep track of critical tasks, such as welcoming new hires or completing evaluation reports. This way, nothing is overlooked!
The benefits from this feature is that:
Organisation: Keeps managers on track with their responsibilities.
Clarity: Clearly defines tasks that need to be completed, improving accountability.
Efficiency: Helps managers efficiently manage their time and ensure a smooth onboarding experience.
This article guides you through the process of setting up a checklist in the Manager Toolkit.
Steps to add a checklist for managers
Choose ‘Manager Toolkit’ in the left menu.
→ Access Manager Settings and To Do page
In the Manager Toolkit you will find the Manager Settings page. Go to the 'To Do' tab and add a new checklist item by clicking on 'Add Item'.
→ To Do item settings
You can categorise checklist items for better organisation in 'Category'.
Provide a description for your task in 'Add a description'.
Set Due Dates
Define when each checklist item should be completed in relation to the new hire’s start date. In the ‘Days to complete’ field, enter a number to set the due date:
-1 is the day before the start date
0 is the start date itself
1 is the day after the start date
Example:
If John Smith start date is December 5th, entering -1 will set the task due on December 4th.
Finalise
Once you’ve filled in the details, click ‘Create’ to add your checklist item.
Add categories, set rules and change the order of the to-do list
→ Add Categories
Organize tasks by creating categories:
Click ‘Categories’ in the checklist menu.
In the new window, select ‘Add a category’, enter the category name, and click ‘Add’.
Reorder categories by dragging them to the desired order.
Delete categories by dragging a category to the far right, which will prompt a delete option.
→ Set rules
The Rules functionality in the Manager Toolkit allows checklist items to be customised based on new hires’ attributes, such as job role, location, or group. By setting up rules, managers can ensure that checklist items are tailored to the unique needs of each new hire.
Learn how to set rules in the article: Rules for Manager Checklist.
→ Change the to-do list order
To adjust the order of tasks:
Click ‘Change Order’ in the checklist settings.
Drag items to reorder them as needed.
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