Adding Handover Checklist Items

To add a handover checklist item:

1. On the PW Admin menu, under Separation, click Separation admin.

2. On the left navigation pane, click Handover checklist items.

3. Click Add.

The Add Handover Checklist Item dialog box appears:

4. In the Name text box, enter the name of the checklist item.

5. In the Description text box, enter a meaningful description of the checklist item.

6. If the checklist item has to be available in the separation process, select the Is Active check box, else clear the check box.

7. Perform one of the following steps:

8. To save the handover checklist item and close the dialog box, click Save and Close.

9. To save the checklist item and continue adding another item, click Save and Continue.

Note 1:            To exit the dialog box without saving, click Cancel.

Note 2:            Fields marked * are mandatory and cannot be left blank.

• If you want to edit an existing handover checklist item, select the check box corresponding to the checklist item. Click Edit, make the required changes and save.

• If you want to delete an existing handover checklist item, select the check box corresponding to the checklist item. Click Delete and confirm.

Note:               Ensure that you do not delete records that are mapped to any employee records or any other
                  data on PeopleWorks.

Click to know more:

Handover checklist Items

View Handover Checklist Items