R365 Hire: Checklist Categories

Custom Checklist Categories can be created to organize the different Onboarding Checklists created and saved in the Checklists listing. These categories are listed alongside the 'Onboarding' default category when creating a New Checklist. 

Create a Checklist Category

In the Onboarding module, hover over 'Account' in the top ribbon and click 'Settings'. This will open the Account Settings.

Scroll to the 'Categories' section and click 'New Checklist Category'. 

This will open the 'Create New Checklist Category' window where the name of the category can be entered and saved.

When creating a new checklist, the new Checklist Category will be included in the 'Checklist Category' listing.