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  1. Navigate to Settings Icon > System Settings > Checklist > Checklist Dashboard.
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    Note

    You can also navigate to the Checklists page through Tasks > Configure Checklist


  2. Click Create Checklist. Create Checklist pop-up appears. 

  3. Specify the name of the checklist in the Checklist NameThis is a mandatory field. 

  4. Select the priority of the checklist from the Priority drop-down list.

  5. Specify the description in the Description text box.
  6. From the Map To Event Category drop-down list, select an option to map the event. This is a mandatory field. 
  7. From the Select Event drop-down list select an event. For events like employee joining or payroll cut off, a field- Triggers on appears. Select a suitable option to trigger the event accordingly.

    Note

    An event is a systematic arrival of a significant activity, at a point of time. A checklist and event are interdependent. Events in greytHR are categorized under Core HR and Payroll. Activities like adding an employee, employee's joining anniversary, birthday, last working day, and so on are Core HR event types. Activities like payroll processing, post payroll, payroll cut-off, and so on are Payroll event types.


  8. From the Owner drop-down list, select an owner of the checklist. This is a mandatory field. 
  9. From the User drop-down list, select a user. This is a mandatory field. 
  10. Click Save to create the checklist.

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You can add the forms using the Form Builder tool. The Form Builder is a very powerful tool/feature with a simple drag & drop option. FormBuilder helps you create customized, job-specific forms for various requirementssrequirements.  You can edit, update, and validate the information using the Form Builder tool.

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  1. Click Add new task template. Add Task Template pop-up appears.

  2. Under the Add a form option, click Add to add a form. Form Builder pop-up appears.
  3. In the Form Title text box, enter the name of the form as per your requirementssrequirements. For example, Bank information.
  4. From the Field column, drag and drop the fields you require to the right side of the form. For example, drag-drop the Text Field. Text Field Component pop-up opens.


    Note

    At any point of time, you can move, edit, and copy the fields as per your requirements. Types of Fields available are:

    1. Text Field: Helpful in creating name fields such as bank name and branch name.
    2. Text Area: Helpful in creating description fields such as remarks. Provides space to write complete sentence structures.
    3. Number: Helpful in creating numeric fields such as IFSC Code or Amount.
    4. Checkbox: Helpful in creating the options you can select using checkboxes such as Acknowledgement and notifications.


  5. Enter the required information to create the form component. In the Components pop-up, there are two tabs:
    1. Display: Information you add under this tab, displays in the form. 
    2. Validation: The information you add under this tab helps you to make the field as Required. You can also set the character limits.
  6. Under the Text Field Component pop-up, click Save to add the form component in your form.
  7. After adding all the required components in the Form Builder, click Save to save and create the form for the owner.

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Tasks are a list of “to-dos” that are performed to accomplish an activity. A task can be independent or within a checklist instance. With greytHR Tasks and Checklists module, you can create a task and assign it to yourself or delegate it to a colleague. The task assignee receives the on-time notifications via email and sms about the task details. 
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Add a new task

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To refine your search, click the filter icon [image] adjacent to the search box and select the various filter criteria available for you. After selecting the filter options, click the Apply button.
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You can remove the filters anytime by clicking the Reset filter button.

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