What is a personnel checklist

A personnel checklist is used to make sure that none of the tasks that you included on the personnel planning checklist are forgotten about or left without action. They remind you of what needs to be done and helps you see what happened after the item was checked from the list. Completing recurring tasks follows specific procedures and processes. For example, the entire process of hiring an employee requires completion of tasks by different assignees and departments such as HR, IT, Project Management, etc. Checklists can also be used by the QA team for test cases. Creating a personnel checklist for recurring processes helps the organization monitor the completion stages of administration and business cycles. Capturing all the stages of a process in a checklist prevents the required steps from getting forgotten about and enables assignees to take responsibility for the completion of each task. 

To see personnel checklists, go to the Personnel module and click the Checklists tab inside a personnel's page. You will be presented with a lot of valuable information. You also can create a new run directly from this page. 

You can search for a checklist run in 2 different ways:  

1. Manually – Select the relevant checklist run from the list.
2. By using filters – Use filters to help narrow down your search. 

By clicking on the left side of the title, you will be taken to the Details tab of that checklist where you can then edit details of the checklist or add a new run. By clicking on the right side of the title, you will be taken to the Run Tasks tab where you can add results or assign tasks of the checklist.

Note! Checklists created inside any of the modules can be later found in the Checklists module.