Assigning a checklist

Managers can assign checklists to their direct reports.

You can also access this form on Develop > Employees > Development Plans > Checklists or My Staff > View Full Profile .

To assign a checklist to a direct report

  1. In Manager space, select Develop Employees > Checklists.
  2. Select the employee and click Assign Checklist.
  3. Specify this information.
    Checklist

    Select the checklist you want to assign.

    Due Date

    Specify the checklist due date.

    Reason

    Select a reason for this action.

    Comment

    Add comments.

  4. Click OK.

    You can now view the checklist assignment for the direct report on the Monitor tab.