HRMS › Recruiting & Onboarding

Joining & Leaving

Every checklist actually running: whose it is, what is done, what is overdue. A new joiner's access, card and desk are on one of these, and so is what a leaver still has to hand back.

Where to find it

Module: HRMS
Group: Hiring
Section: Recruiting & Onboarding
Screen: Joining & Leaving

Address in the console: /hrms/checklists

Read-only list · 12 columns

This list is read-only: its records are written by the work that produces them. A correction, where one is possible at all, is made where the record was created.

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
Checklist	Code	`checklist_no`
Employee	Code	`employee_no`
Person	Text	`employee_name`
Template	Text	`template`
Purpose	Status	`purpose`
Anchored on	Date	`anchor_date`
Tasks	Number	`tasks`
Done	Number	`done`
Overdue	Number	`overdue`
Blocking	Number	`blocking`
Standing	Status	`standing`
Status	Status	`status`

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.

Beside it in Recruiting & Onboarding

Walk through this screen step by step