How can admin configure checklist?

A checklist is used to keep track of tasks, items, or actions that need to be completed or verified.

To configure a checklist, the admin must perform the following actions:

1. From the greytHR Admin login, navigate to Tasks. The Task page opens.
2. Click Configure Checklist. The Checklist Dashboard page opens.
3. Click Create Checklist button. The Create Checklist pop-up appears. 
4. From the Priority dropdown list, select the priority of checklist.
5. In the Description box, enter the valid description. 
6. From the Map To Event Category dropdown list, select Core HR if you want to automate HR-related tasks or select Payroll if you want to automate Payroll related tasks. 
7. Based on your selection, you can see a new dropdown to choose the event type. Select the event type from the dropdown. 
8. Select the Owner and User for the checklist. 
9. Click Save to save the configuration. After you create the checklist, you need to add Task Template under the created checklist.

Click here to subscribe to our help videos

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. 

Product Update: To read about the product update, click here.