A checklist item is a step on the employee offboarding process added for the benefit of the HR, it gives order to the process and a way to track offboarding progress.

An example of a checklist item is “Pulled personnel file to be stored with terminated employee files.” 


Please follow the steps below to add a checklist item;-

  1. Log in to the system and select "HR & Payroll"  tab.
  2. Under the " HR Admin"  section, click on the "Manage Checklist Items"  link.
  3. Click on the blue "Add Checklist Item"  at the top left corner of the page below the Welcome message.
    This opens the " Termination Checklist for HR - Add Checklist Items"  Popup Form.
  4. On the Form;
    Select the "Title: (Most checklist items are grouped into major categories called Titles like Employee Benefits, Compensation, Records).
  5. "Sub-Title:"  can be selected, they are optional.
  6. "Question:"  field is for the item itself.
  7. "Order:"  is there to help with how items appear within the checklist.
  8. Once all the details have been captured click the "Add Item"  button to save.