Creating a Checklist

• From the left-hand navigation panel, under Personnel, select People 
• Go to the Checklists tab
• From the top right-hand corner, click the +Create Checklist button

• Create a name for your checklist, and assign the checklist to the appropriate groups
• From the Ongoing tasks tab, select all tasks that should be included in this checklist 
• From the Offboarding tasks tab, select all tasks that should be included when an employee leaves the company
• Review your checklist 
• When you're done, click Create Checklist 

• Checklists can be managed and viewed from the Checklists Page