How To: Manually Update an Employee Checklist
If an HR Checklist needs to be manually updated by the Company Administrator, navigate to the employee's incomplete checklist under HR > Checklists > Checklists.
Select View Checklist for the employee that needs to be updated
Select the three dot icon and Edit This Checklist. This will edit the specific checklist that is assigned to the employee.
To mark the step COMPLETE, select the Edit icon on the specific step(s) to be completed:
Check the Completed box and click Save
To DELETE a checklist item, click the "x" on the specific step(s) to be completed. The step will be immediately removed with no additional verification and this action cannot be reversed.
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