Checklist Category

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This Section defines the Checklist Category in SmartHCM.

Sel Checklist.png

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.

Check category.png

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.

Add check item.png

  • 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"