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 Set Up Rules for the Manager Checklist

To customise 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
Click on the 'Rules' button.

→ Enable Rules & Choose Rule Type

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

→ Creating Rules Per Item

Apply rules to specific checklist items.

→ Creating Rules Per Category

Apply rules to an entire checklist category at once.

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Setting Up Rules for the Manager Checklist