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Editor Guide: Rules for Manager Checklist

How to set up rules for manager checklists in the Manager Toolkit.

Written by Danny Slotboom
Updated this week

Overview

When managing onboarding checklists for new hires, managers can encounter a limitation in having the same checklist items appear for every new hire, regardless of specific needs or attributes.

The Rules functionality in the Manager Toolkit addresses this issue by allowing 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, resulting in a smoother, more efficient onboarding process that improves relevance and saves time.

Example

Remote hires may see tasks that are only relevant for on-site employees, such as giving a tour of the building. This one-size-fits-all approach can lead to inefficiencies and irrelevant tasks cluttering a manager's checklist.

Steps to create Rules for Manager Checklist

To customize checklist items using the Rules method, follow these steps:

→ Define Attributes

Before starting, determine criteria for customising tasks (e.g., remote vs. on-site employees) and assign relevant tags, groups, or courses to categorise new hires.

→ Access the Checklist and Rules

  1. Navigate to Manager toolkit

  2. Go to the 'To Do' tab

  3. Click on the 'Rules' button.

→ Enable Rules & choose rule type

  1. Make sure to enable rules. This step is essential!

  2. Decide if you want to set up rules per item or per category.

    1. Per Item: Apply rules individually to specific checklist items.

    2. By Category: Apply rules to an entire category.

📌 Important Note:

  • Switching between 'Per Item' and 'Category' will clear all existing rules.

  • Disabling and re-enabling rules will also clear all existing rules.

→ Rules Per Item

  • Add Rule

    1. Click on 'Add Rule', start typing, and click 'Add'.

    2. After adding, click 'Save'.

  • Assign to Course, Tag, or Group

    1. Go back to the rule

    2. click the filter icon, and assign it to a course, tag, or group

      Note: tags will only appear if the selected course has them.

  • Select Checklist Items

    1. Choose the checklist items to apply the rule to.

    2. Once saved, you'll see the number change next to the assigned checklist items.

→ Rules Per Category

You take similar steps to setting rules per item:

  • Switch to Category Mode

    1. Toggle to Category.

  • Add Rule

    1. Click on 'Add Rule'

    2. Start typing,

    3. Click 'Add'.

    4. After adding, click 'Save'.

→ Assign to Course, Tag, or Group

  1. Go back to the rule page

  2. Click the filter icon

  3. Assign it to a Course, Course Tag, and/or Group.

  4. When choosing:

    1. Per Item you can select the "Checklist items".

    2. Category you can select the "Checklist categories".

→ Identifying Items or Categories with rules

Once saved, you'll see the number change under the category you’ve assigned the rule to.

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