Onboarding and leaving checklists

A checklist is a list of things to do for a person, each with who does it and when it is due. The team starts with Onboarding and Leaving.

Starting a checklist

Onboarding starts by itself when someone is added with a start date, and Leaving when their end date is set. Turn either off in Settings, Checklists. To start one by hand, choose Start a checklist on the person's file.

Each item is due a number of days before or after the start date, the end date, or the day the checklist starts. An item for Their manager goes to the manager on the file, or to whoever started the checklist; an item for The person shows on their My file.

Doing the items

Tick an item on the file when it is done. Checklists in the navigation lists the items you owe and every running checklist, with overdue items first. The owner is reminded the day an item is due and three days after.

Changing the team's checklists

Checklists, Checklist starters lists them. Open one to rename it, add items, set each item's owner, due day and the action Magpie offers beside it, and drag items into order or move them with Up and Down. A change applies to checklists started afterwards.

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