Employee Self Service › HR Self Service
Checklist Template Tasks
The tasks an onboarding or offboarding checklist is raised with: who does each, and when, relative to the start or last day.
Where to find it
- Module: Employee Self Service
- Group: HR
- Section: HR Self Service
- Screen: Checklist Template Tasks
Address in the console: /ess/checklist-steps
List · 9 columns · 13 fields on its form · 4 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Template | Code | template_code |
| Purpose | Status | purpose |
| Order | Number | sequence_no |
| Task | Text | title |
| Who does it | Status | owner_role |
| Department | Text | department |
| Days from the date | Number | due_offset_days |
| Mandatory | Yes or no | is_mandatory |
| Acknowledged | Yes or no | requires_signature |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Template required | Choice | Looked up from existing records | |
| Order required | Number | ||
| Task required | Text | ||
| Description | Long text | ||
| Who does it required | Choice | employee, manager, hr, it, facilities, payroll, security, finance | |
| Department | Text | Empty: the department its owner role maps to (HRMS > Task Departments). | |
| Department org unit | Choice | Looked up from existing records | |
| Category | Text | ||
| Days from the start or last day | Number | Negative is before it | |
| Mandatory | Yes or no | ||
| Blocks the start date | Yes or no | ||
| The employee acknowledges it | Yes or no | ||
| Document it asks for | Text |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.