Assigning a checklist

Managers can assign checklists to their direct reports.

You can also access this form in Learning > Enrollment > Development Plans > Checklists or Team > Profile.

  1. Select Learning.
  2. Click the Checklists tab.
  3. On the Assign New Checklists list, select the employee and click Assign Checklist.
  4. 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.

  5. Click OK.

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