Checklist Category

This Section defines the Checklist Category in SmartHCM.

Core Modules-->Setup-->Personal Detail Setup-->Checklist Category

Go To Core Modules

Introduction

Checklist depending upon stages of employment can be developed using this setup.

At time of recruitment. A checklist may include,

• Educational Documents
• Verification Documents
• Photographs/ Passport/ CNIC etc...
• Health report
• etc...

A separation check list may include

• Departmental clearance certificates
• Exit interview
• etc...

Check list for particular occasion might have respective criterion.

Screen Parameters

The setup is divided in two planes

• Checklist Category
• Checklist details

Checklist Category

The upper plane shows the different checklist for different occasions.

This includes

• ID: An auto-generated System ID.
• Description: Name or description of checklist.
• Active: Check this box to view the checklist in corresponding screens.
• Actions: Enables user to use control rights "Edit:, "Amend" & "Delete"

Checklist Details

The below plane allows user to add checklist items.

• ID: An auto-generated System ID.
• Description: Name or description of checklist item.
• Active: Check this box to view the checklist item in corresponding checklist.
• Actions: Enables user to use control rights "Edit:, "Amend" & "Delete"

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