Configure Checklist

Configure checklist allows the user to establish checklists that can be assigned to employees, contingent workers and person(s) of interest.

To Configure a Checklist:

1. On the EmpowHR Main Menu page, select the Set Up HRMS menu group.
2. Select the Common Definitions menu.
3. Select the Checklists menu item.
4. Select the Checklist component. The Checklist page - Find an Existing Value tab is displayed.

   

5. Complete the fields as follows:

   Field	Description/Instruction
   SetID	Enter the beginning specific character or characters of the SetID. OR Click the down arrow for additional options to narrow results. OR Enter the SetID.
   Checklist Code	Enter the beginning specific character or characters of the Checklist Code. OR Click the down arrow for additional options to narrow results. OR Enter the checklist code.
   Description	Enter the beginning specific character or characters of the description. OR Click the down arrow for additional options to narrow results. OR Enter the description.
   Include History	Check this box if applicable.
   Correct History	Check this box if applicable.
   Case Sensitive	Check this box if applicable.

6. Click Search. Select the applicable value. The Checklist Table page is displayed.

   OR

   Click Clear to clear the entries.

   OR

   Select the Add a New Value tab. The Checklist page - Add a New Value tab is displayed.

   

7. Complete the field as follows:

   Field	Instruction
   SetID	Enter the SetID or select a SetID by clicking the search icon.
   Checklist Code	Enter the checklist code.

8. Click Add to add the new checklist code. The Checklist Table page is displayed.

   

9. Complete the fields as follows:

   Field	Description/Instruction
   SetID	Populated with the SetID entered in the search criteria.
   Checklist Code	Populated with the checklist code entered or selected in the search criteria.
   Checklist Item	Instruction
   *Effective Date	Required field. Enter the effective date or select a date by clicking the calendar icon.
   *Status	Required field. Select the status from the drop-down menu. Valid values are Active and Inactive.
   Checklist Type	Select the checklist type from the drop-down list.
   *Description	Required field. Enter the description.
   Short Description	Enter the short description.
   Assignment Checklist Item	Instruction
   *Sequence	Required field. System generated. The system automatically sequences the item codes in multiples of 100. When a data row is inserted for a new item, the system automatically assigns the next multiple of 100. To rearrange the order in which the items appear, change the sequence number to the desired numerical order.
   *Item Code	Required field. Enter the item code or select a code by clicking the search icon.
   Link ID	Click this link to display the link IDs.

   At this point, the following options are available:

   Step	Description
   Click Save	Saves the new data entered.
   Click Return to Search	Returns the user to the applicable page to search for another record.
   Click Previous in List	Returns to the previous person in the list.
   Click Next in List	Advances to the next person in the list.
   Click Notify	Notifies the next individual in the workflow.
   Click Add	Returns the user to the applicable page to Add data.
   Click Update/Display	Returns the user to the applicable page to update the data entered.
   Click Include History	Includes historical data.
   Click Correct History	Returns the user to the applicable page to correct history data.