How can admin edit/delete tasks in existing checklist?

Admins handle multiple tasks during employee onboarding, exits, and payroll cycles, including salary revisions, with a focus on identifying and addressing any potentially overlooked steps.

The greytHR's Checklist Dashboard page streamlines employee onboarding, exit formalities, and payroll cycles by creating tasks and checklists for efficient and error-free processing.

To edit/delete tasks in the existing checklist, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to the Settings Icon > System Settings > Checklist > Checklist Dashboard. The Checklist Dashboard page. 
2. Select the required checklist category from the list. A list checklist appears which are open or completed.
3. Under the Open tab, select the required checklist.
4. Click the Kebab icon. The Edit and Delete option appears.
5. Click the Edit option. The Edit Instance window appears.
6. Update the required details.
7. Click the Save button to edit the selected checklist.
   Note: You can delete the selected checklist by clicking the Delete option.

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Related Links:

Video

: To watch a video on Tasks and Checklists, click here.

FAQs: To read more FAQs about Tasks, click here.

Documentation:  To learn more about the Checklist Dashboard page, click here.