R365 Hire: Editing Checklists

Both Employee and Manager Checklists can be updated at any time to reflect an updated process. To do so, Users will need to navigate to the Checklists listing, located in Account Settings. Click here to learn more about Onboarding Checklists.

Edit Checklists

Open the System Settings by clicking 'Account' and then 'Settings' in the Onboarding module. From the main Settings screen, scroll down to the 'Checklists' section. 

Next to the desired checklist, click 'Edit' to update the details of that checklist. When all details are completed, click 'Update Checklist' to save any updates made. Click here to learn more about the different fields of the Onboarding Checklist.