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.
For 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.
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.
Steps 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
Navigate to Manager toolkit, go to the 'To Do' tab, then navigate to 'Rules' button.
→ Enable Rules
Make sure to enable rules. This step is essential!
→ Choose Rule Type
Decide if you want to set up rules per item or per category.
Per Item: Apply rules individually to specific checklist items.
By Category: Apply rules to an entire category, streamlining the customisation process.
📌 Important Note:
Switching between 'Per Item' and 'Category' will clear all existing rules.
Disabling and re-enabling rules will also clear all existing rules.
If Setting Rules Per Item
Add Rule
Click on 'Add Rule', start typing, and click 'Add'.
After adding, click 'Save'.
Assign to Course, Tag, or Group
Go back to the rule, 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
Choose the checklist items to apply the rule to.
Once saved, you'll see the number change next to the assigned checklist items.
If Setting Rules Per Category
You take similar steps to setting rules per item:
Switch to Category Mode
Toggle to Category.
Add Rule
Click on 'Add Rule', start typing, and click 'Add'.
After adding, click 'Save'.
Assign to Course, Tag, or Group
Go back to the rule, click the filter icon, and assign it to a course, tag, or group.
Once saved, you'll see the number change under the category you’ve assigned the rule to.
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