As an admin, you must perform various tasks during employee onboarding, exit formalities, or payroll cycles, such as revising salary, allotting systems to the employee, conducting exit interviews, or processing payroll. Even though you are skilled enough to perform all the steps correctly, there is a high probability that a few steps might need to be noticed.

The Checklist Dashboard page in the greytHR Admin portal helps you to create tasks that you want to perform and a checklist. Creating tasks and checklists helps you to perform the payroll process or employee onboarding hassle-free.

To view the Checklist Dashboard page, click the Settings icon > System Settings > Checklist > Checklist Dashboard.

You can perform the following actions on the Checklist Dashboard page:

Create a new task.
Create a new checklist.
Edit the existing checklist.
Add a new task template to a checklist.

⚠️ We recommend you to contact the greytHR support team before making any changes in settings.

Create a new task

To create a new task, perform the following actions:

On the Checklist Dashboard page, click the Add New Task button. A list of open and completed tasks appears.
Click the Add New Task button. The Add Task window appears.
In the Task Name textbox, enter the name of your task.
From the Add Assignee dropdown list, select the employee to whom you want to assign the task.
From the Checklist dropdown list, select the required checklist.
From the Priority dropdown list, select Low/Medium/High as per your requirements.
In the Due Date, from the Enter Date dropdown calendar, select the required date.
In the Tags text box, enter and select the required tags.
From the Add Followers dropdown list, select the required followers.
In the Description box, enter the description of the task.
Click Attach. The dialog box appears.
Browse to the folder in your system, select the file and click Open to attach the file.
Click Save Changes to add the new task.

Create a new checklist

To create a new checklist, perform the following actions:

On the Checklist Dashboard page, click the Create Checklist button. A Create Checklist window appears.
In the Checklist Name text box, enter the checklist name.
From the Priority dropdown list, select the Low/Medium/High option as per your requirements.
In the Description box, enter the description of a checklist.
From the Map To Event Category dropdown list, select the required module.
Click Save to create a new checklist.

Edit the existing checklist

To edit the existing checklist, perform the following actions:

On the Checklist Dashboard page, select the required checklist category from the list. A list checklist appears which are open or completed.
Under the Open tab, select the required checklist.
Click the Kebab icon. The Edit and Delete option appears.
Click the Edit option. A Edit Instance pop-up appears.
Update the required details.
Click the Save button to edit the selected checklist.
Note: You can delete the selected checklist by clicking the Delete option.

Add a new task template to a checklist

Task templates are a list of to-dos before the event takes place. To add a new task template, perform the following actions:

On the Checklist Dashboard page, select the required checklist category from the list. A checklist and task template card appear.
Click the task template card. The card expands.
Click Add new task template. The Add Task Template pop-up appears.
In the Task Template Name text box, enter the name of the task template.
From the Priority dropdown list, select the Low/Medium/High option as per your requirements.
In the Description box, enter the description of a task template.
In the Complete by text box, enter the number of days in which you want the task to be completed.
From the Owner dropdown list, select an owner of the task
Under the Add a form option, click Add to add a form. The Form Builder pop-up appears. Adding a form will help you to let the owner know what information is required to complete the task.
In the Form Title text box, enter the form's name as per your requirements. For example, Bank information.
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. The Text Field Component pop-up appears and displays Display and Validation tabs.
Click Save to add the form component to your form.
Click Save after adding all the required components in the Form Builder.
Click Save to create the task under the selected checklist.
Note: You can also create task templates from the Template Gallery page.

Other related links:

Create tasks & checklists

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