Overview
Automated checklists save you time by starting a task list automatically when an employee takes leave. For example, if an employee takes 3 days of sick leave, the system can automatically email them to ask for a medical certificate.
For help creating a basic checklist template first, click here.
Permissions
To use this feature, you must have the Manage leave types permission. This must be set to Global.
How to set up the automation
To set up an automated checklist:
- Go to the Leave section.
- Click on the Leave Types tab.
- Click More and select Configure Checklist Rule.
Fill in these details in the window:
- Checklist Template: Choose the checklist you want to send.
- Trigger Threshold (days): How many days of leave should pass before the checklist starts? (e.g., "3" means the checklist starts on the 3rd day of leave).
- Time to Complete (days): How many days does the employee have to finish the tasks?
-
Checklist Owner: Who should be notified when the employee finishes?
- Employee's Reporting Line: The system sends the notification to the employee's manager.
- Specific Employee: Choose one person (like an HR Manager) to receive all notifications.
- Exclude Specific Employees: Who is exempt from receiving the checklist according to this rule?
How it works for the employee
Once you save the rule:
- The employee's leave is booked.
- The system sends them an automated email with a link.
- The employee clicks the link and completes their tasks; for example uploading their sick certificate.
- The Checklist Owner gets an email to say the task is finished.