Checklist Templates
Check list templates allow the checklist items to be grouped into a template. These templates enable checklist items to be grouped into one template. Checklist templates are mapped to various processes as required. For example, recruitment checklist template is mapped to the recruitment process and it lists the items candidates need to submit in the pre-joining process. There can be multiple checklist templates mapped according to the designation for which the candidate is being recruited. Another example is the separation checklist template. When a candidate resigns, the employees need to complete all the items defined on the separation checklist template that is mapped to the separation process.
As an administrator, you can view, add, edit or delete the checklist templates.
In case, the organization refers to checklist templates by a different name, you can include the name as an alias and the alias name is used for display wherever applicable on PeopleWorks.
To manage checklist templates:
On the PW Admin menu, under Nurture and Manage, select See All and then click Checklist templates.
The Checklist Templates page appears.
The checklist template details displayed are:
Checklist template details
Field |
Description |
Name |
Displays the name of the checklist template |
Description |
Displays the description for the checklist template |
Creation (Date & Time) |
Displays against every checklist Template & its mapped checklist items. |
Updated (Date & Time) |
Displays the updated date and time when the checklist template is actually getting edited once it is saved. |
Job Role |
Displays the job role of the checklist template |
Designation |
Displays the designations who follows this checklist template |
Checklist item |
Displays a link to view the items grouped under this checklist template |
Active |
Displays whether the checklist template is active - Yes or No If active, the checklist template is available for users to select wherever applicable on PeopleWorks, else it is not available |
If you want to add details of a new checklist template, click Add, enter the required details and Save.
If you want to edit details of an existing checklist template, select the check box corresponding to the checklist template, click Edit, make the required changes and Save. To disable the checklist template, unclick the Active check box and Save.
If you want to delete details of an existing checklist template, select the check box corresponding to the checklist template, 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.
If you want to use a different name for checklist templates on PeopleWorks, in the Alias text box, enter the alias name for checklist template and click Update.
Click to know more: