Checklists To Do List - Knowledge Base | BerniePortal

To Do - Checklists

Employees with incomplete onboarding or offboarding checklist tasks appear under Checklists in the TO DO sidebar on the home screen. Employers, Onboarding Feature Admins, and managers can open that list and select an employee to open their checklist.

To open a checklist from TO DO:
  1. On the home screen, expand Checklists under TO DO. The badge shows how many employees still have incomplete checklist tasks.
  2. Select the employee's name. The row shows ONBOARDING or OFFBOARDING next to the name.
  3. Review and update incomplete tasks on that employee's checklist. An employee drops off Checklists when no incomplete checklist tasks remain.

For task actions such as Mark as complete and Mark as not applicable, see How to Manage an Employee's Onboarding Checklist and Managing Offboarding Checklists.

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