Checklists To Do List - Knowledge Base | BerniePortal

To Do - Checklists

The To Do list on your admin home screen keeps you up to date on tasks requiring admin attention, usually involving the approval of employee requests and or other actions necessary for admin review.
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Use the dropdown menu for each To Do list header to view a list of actionable items requiring your attention. The number of outstanding items show in the blue bubble to the right of each category.
 
To complete an action, just click the dropdown arrow of any To Do category, and then click on an item in the list.




Checklists: 
  1. Employees that have outstanding checklist items, whether that be Onboarding or Offboarding, will be listed under the Checklists section of the To Do list.
  2. Select an employee's name to be taken to that individual’s checklist to mark items as complete or not applicable.

  3. Check out this article on managing employee Offboarding Checklists, and this article regarding Onboarding Checklists. 
 
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