In this tutorial you will learn how to set up rules within your Manager Toolkit. By setting up these rules, you can create different to-do items for Managers, based on your new hires’ attributes. For example: You can set up different tasks to complete, if it’s an on-site hire or a working from home new hire.
Find a more detailed PDF about the Rules here.
For an easy set up: Follow these steps below.
In the manager settings menu, go to the checklist. In the checklist, go to Rules.
Enable Rules (this is important!).
Choose whether you want to add Rules per item or per category.
If per item
Click on Add rule and start typing.
Click on Add.
Click on Save.
Go back to the Rule and click on the filter icon to be able to assign it to a course, tag or group (Note: tags only appear if the selected course has tags).
Select Course, Tag and/or Groups and the checklist items the Rule should be assigned to.
After saving it, you will see the number changing next to the checklist items you assigned to rule to.
Congratulations, you have now successfully set a contextual checklist item!
If per category,
Switch the toggle to ‘Category’.
Click on Add rule and start typing.
Click on Add.
Click on Save.
Go back to the Rule and click on the filter icon to be able to assign it to a course, tag or group (Note: tags only appear if the selected course has tags).
Select Course, Tag and/or Groups and the Category the Rule should be assigned to.
After saving it, you will see the number changing under the Category you assigned to rule to.
Congratulations, you have now successfully set a contextual Category!
Please note: if you change the rule ‘Per item’ to ‘Category’ -or the other way around - ALL existing rules will be cleared!
Please note: if you disable and enable rules - ALL existing rules will be cleared!
For a more detailed description and other useful information read our extensive documentation. Please contact support if you have any questions.