You can register the joining/retirement checklists. You can assign and manage several checklists registered to one group according to the work purpose.
Checklist Status
You can assign work lists the joined/retired employees must check by group, and divide assigned checklists by joined employee or by checklist. You can also search and view the checklist assignment history by condition and download the checklist assignment list as an Excel file.
The Checklist Status screen is laid out as follows.
Area | Description |
---|---|
â‘ Content Tab | Standard for searching the checklist assignment history
|
â‘¡ Search window | Search checklists by type, group name, joined/retired employee, assignment period, handler, checklist name, person in charge, and status |
â‘¢ Add assignment | Assign checklists to joined/retired employees (Refer to Assign Checklist) |
â‘£ Delete | Delete assigned checklists (Refer to Delete Assigned Checklist) |
⑤ Download | Downloads the checklist assignment list as an Excel file (Refer to Download Checklist Assignment List) |
â‘¥ Checklist Status | Display the progress status of all checklists assigned
|
⑦ Checklist assignment list | View assigned checklist information and progress status
|
⑧ Only View the Delayed Data | When selected, display only delayed items among the checklist assignment history in the list |
Assign Checklist
The following describes how to assign a checklist.
- Click 'Admin Menu' at the top right of the PC web, and then click 'HR' in the pop-up window.
- Click
at the top left of the screen.
- Click 'Joined/retired Employee Checklist > Checklist Status' from the menu.
- Click 'Add Assignment’.
- Select the type.
- Group names that can be selected differ, based on type.
- Select a group name of a checklist to be assigned.
- To add a checklist to a group and manage it, refer to Manage Checklist Group.
- A checklist included in the group is displayed in Checklist Name.
- Search and add the assignment target.
- You can assign by the unit of an employee or a department.
- For onboarding checklist assignments, employees must have a date hired to be assigned. In addition, when assigning by department, employees without a hire date are automatically excluded from the assignment.
- You can add part-time employees as assignment targets.
- To include suborganizations of the assignment target, Select ‘Include Suborganizations.’
- If the due date for the checklist is set based on the retirement date, then the retirement (scheduled) date for the assignment target must be registered.
- If the due date is set to date after the retirement date, then checklists can't be performed before the employee's retirement date.
- You can assign by the unit of an employee or a department.
- Click 'Assign'.
- An assigned checklist guide mail will be sent to the assignment target.
Search and manage assigned checklists in detail
Click the group name of the checklist assignment list in the ‘Joined/retired Employee’ tab, and then click the checklist name. You can also click the checklist name in the ‘By Checklist’ tab to open the Checklist Details screen.
On the Checklist Details screen, you can view or edit the checklist content. You can also send a reminder notification mail to a checklist handler by clicking ‘Request Reminder’, and write a comment.
The Checklist Details screen is laid out as follows.
Area | Description |
---|---|
â‘ Basic information | Display checklist basic information
|
â‘¡ Additional information | Display link, personnel information, pledge, form, attached file, task manager, and status
|
â‘¢ Process History | Display the history of assigning, editing, requesting a reminder for and completing the checklist
|
â‘£ Comment | Click to write a comment on the checklist
|
⑤ Request reminder |
|
â‘¥ Edit | Click to edit the checklist content
|
Download checklist assignment list
The following describes how to download the list of checklist assignments.
- Click 'Admin Menu' at the top right of the PC web, and then click 'HR' in the pop-up window.
- Click
at the top left of the screen.
- Click 'Joined/retired Employee Checklist > Checklist Status' from the menu.
- If necessary, enter the checklist assignment conditions to be searched in the search window, and then click ‘Search’
- You can view the details of checklist assignment history that match the entered conditions.
- Click 'Download'.
- The list of checklist assignments is downloaded as an Excel file.
[YYYY-MM-DD]checkList_stateByEmp.xlsx
or [YYYY-MM-DD]checkList_stateByCheckList.xlsx
in the Download
folder.Delete Assigned Checklist
The following describes how to delete a checklist.
- Click 'Admin Menu' at the top right of the PC web, and then click 'HR' in the pop-up window.
- Click
at the top left of the screen.
- Click 'Joined/retired Employee Checklist > Checklist Status' from the menu.
- Select an item to be deleted in the checklist assignment list.
- Click 'Delete'.
- If you delete it in the ‘Joined/retired Employee’ tab, then checklists of selected joined/retired employees are all deleted.
- If you delete it in the ‘By Checklist’ tab, then only the selected checklists are deleted.
Manage Checklist
You can register and manage the joining/retirement checklists. You can also search and view the checklist by condition and download the list of checklists as an Excel file.
The Manage Checklist screen is laid out as follows.
Area | Description |
---|---|
â‘ Search window | Search checklists by type, category name, checklist name, and handler type |
â‘¡ Add | Add New Checklist (Refer to Add Checklist) |
â‘¢ Download | Download the list of checklists as an Excel file (Refer to Download List of Checklist) |
â‘£ Checklist list | Display an added checklist
|
Add Checklist
The following describes how to add a checklist.
- Click 'Admin Menu' at the top right of the PC web, and then click 'HR' in the pop-up window.
- Click
at the top left of the screen.
- Click 'Joined/retired Employee Checklist > Manage Checklist' from the menu.
- Click 'Add'.
- Enter basic information.
- Select a category name with which you are to manage a checklist. For detailed category information, refer to Manage Category menu.
- Select the Handler.
- Task Manager: This is a manager who will perform the checklist. When selected, the task manager item in additional information is changed to the required item.
- Department head: The head of department that the joined/retired employee belongs to, will perform the checklist, and for part-time employees, a workplace manager is applied as a department head.
- If there is no superordinate department head, the secondary superordinate department head is assigned to a handler.
- For the assigned checklist, if the department head is in the retirement (or deletion) or appointment cancellation status, a notification email about the change of handler is sent to the admin. The admin can change a handler of the checklist.
- Joined employee/retired employee: Joined/retired employee who was assigned the checklist will perform the checklist. When assigning the checklist, you can view the assigned checklist in ‘My Work > Checklist’.
- When an invalid employee is designated as a handler, an information mail is sent to the admin.
- If the use status of appointment is set to ‘Not Use’ in ‘Set > Manage Appointment Usage’, then you can't set the due date as of the date of retirement.
- Enter additional information.
- Click ‘Add’ to register multiple links.
- Select whether to provide ‘Personnel Information’ link.
- When selected, the link to the Personnel Information page is provided, and the personnel information can be edited directly.
- Click ‘Select Pledge’ to add pledges.
- The Pledge item is only displayed when using Pledge services, and if substitute characters are included in the form, you can't add.
- Click ‘Select Form’ to add forms.
- Based on the services in use and use settings, the available forms may differ.
- To attach files, click ‘Attach File’ or drag and drop into the ‘Drag Files Using Mouse’ area.
- To add a task manager, search and add the employee name to be added.
- A task manager who is not set as a checklist handler, plays a role of managing the task in the checklist.
- Click ‘Save’.
View Checklist Details
The following describes how to check details of checklists.
- Click 'Admin Menu' at the top right of the PC web, and then click 'HR' in the pop-up window.
- Click
at the top left of the screen.
- Click 'Joined/retired Employee Checklist > Manage Checklist' from the menu.
- Click the checklist name whose details will be checked in the checklist list.
- It opens the Edit Checklist page.
Edit Checklist
The following describes how to edit a checklist.
- Click 'Admin Menu' at the top right of the PC web, and then click 'HR' in the pop-up window.
- Click
at the top left of the screen.
- Click 'Joined/retired Employee Checklist > Manage Checklist' from the menu.
- Click the checklist name to be edited in the checklist list.
- Apply the edited content, and then click ‘Save’.
- Click
to attach a file.
- Click
- Enter the reason for editing, and then click ‘OK’.
- The edited content will be reflected.
Copy Checklist
The following describes how to copy the checklist content and to add a new checklist.
- Click 'Admin Menu' at the top right of the PC web, and then click 'HR' in the pop-up window.
- Click
at the top left of the screen.
- Click 'Joined/retired Employee Checklist > Manage Checklist' from the menu.
- Click the checklist name to be copied in the checklist list.
- Click 'Copy, and then click 'OK' in the confirmation pop-up window.
- Open the Register Checklist page where the same content as the copied checklist is reflected.
- Add required content by referring to Add Checklist, and then click ‘Save’.
- The checklist is added with the copied content.
- The deleted pledge and approval forms are not copied.
- If a retired employee is designated as a task manager, then the task manager will not be copied.
Delete Checklist
The following describes how to delete a checklist.
- Click 'Admin Menu' at the top right of the PC web, and then click 'HR' in the pop-up window.
- Click
at the top left of the screen.
- Click 'Joined/retired Employee Checklist > Manage Checklist' from the menu.
- Click the checklist name to be deleted in the checklist list.
- Click 'Delete'.
- From the Delete Checklist pop-up window, click ‘Yes’.
- The checklist is deleted.
Download Checklist List
The following describes how to download the checklist list.
- Click 'Admin Menu' at the top right of the PC web, and then click 'HR' in the pop-up window.
- Click
at the top left of the screen.
- Click 'Joined/retired Employee Checklist > Manage Checklist' from the menu.
- If necessary, enter the checklist conditions to be searched in the search window, and then click ‘Search’.
- You can view the checklist that matches the entered conditions.
- Click 'Download'.
- The checklist list will be downloaded as an Excel file.
[YYYYMMDD_MM-DD]checkList_set.xlsx
in the Download
folder.Manage Checklist Group
You can group and manage checklists according to the work purpose or execution target.
The Manage Checklist Group screen is laid out as follows.
Area | Description |
---|---|
â‘ Search Window | Classify checklist groups, and search by group name |
â‘¡ Add | Add New Checklist Group (Refer to Add Checklist Group) |
â‘¢ Delete | Delete selected checklist group (Refer to Delete Checklist Group) |
â‘£ Download | Download the checklist group list as an Excel file (Refer to Download Checklist Group List) |
⑤ Checklist Group List | Display an added checklist group
|
Add Checklist Group
The following describes how to add a checklist group.
- Click 'Admin Menu' at the top right of the PC web, and then click 'HR' in the pop-up window.
- Click
at the top left of the screen.
- Click 'Joined/retired Employee Checklist > Manage Checklist Group' from the menu.
- Click 'Add'.
- Enter checklist information.
- If you select the status of automatic assignment to ‘Use’, then the Target Department for Assignment item is displayed. Select the target department for assignment.
- Click ‘Include Suborganizations’ to select, and you can include suborganizations of the assignment target department in the assignment target.
- Employees without a hire date are not eligible for automatic assignment.
If you set the use status of appointment to ‘Use’ and the type is ‘Employment’, then you can select the automatic assignment status to ‘Use’. - Click ‘Add’ to add a checklist.
- Select a checklist to be added in the Select Checklist pop-up window, and then click ‘OK’.
- You can search the checklists by searching the category name and checklist name.
- Designate the priority checklist.
- Select a checklist, and then click ‘Add’ to select a checklist that has to be performed prior to the applicable checklist.
- The same checklist can't be selected repeatedly, and checklists that create a cycle due to continuous priority conditions can't be selected.
- Enter the mail guide message.
- A checklist assignment guide mail is sent with the created message as its title.
- A mail with a default title will be sent if you don't enter anything.
- Click ‘Save’.
- The checklist group is added.
Delete Checklist Group
The following describes how to delete a checklist group.
- Click 'Admin Menu' at the top right of the PC web, and then click 'HR' in the pop-up window.
- Click
at the top left of the screen.
- Click 'Joined/retired Employee Checklist > Manage Checklist Group' from the menu.
- Select the checklist group to be deleted.
- Click 'Delete'.
- From the Delete pop-up window, click 'Yes'.
- The checklist group is deleted.
View Checklist Group Details
The following describes how to view checklist group details.
- Click 'Admin Menu' at the top right of the PC web, and then click 'HR' in the pop-up window.
- Click
at the top left of the screen.
- Click 'Joined/retired Employee Checklist > Manage Checklist Group' from the menu.
- Click the checklist group name whose details will be checked in the checklist group list.
- It opens the Edit Checklist Group page.
Edit Checklist Group
The following describes how to edit a checklist group.
- Click 'Admin Menu' at the top right of the PC web, and then click 'HR' in the pop-up window.
- Click
at the top left of the screen.
- Click 'Joined/retired Employee Checklist > Manage Checklist Group' from the menu.
- Click the checklist group name to be edited in the checklist group list.
- Apply the edited content, and then click ‘Save’.
- The edited content is saved.
Copy Checklist Group
The following describes how to copy the checklist group content and to add a new checklist group.
- Click 'Admin Menu' at the top right of the PC web, and then click 'HR' in the pop-up window.
- Click
at the top left of the screen.
- Click 'Joined/retired Employee Checklist > Manage Checklist Group' from the menu.
- Click the checklist group name to be copied in the checklist group list.
- Click 'Copy, and then click 'OK' in the confirmation pop-up window.
- Open the Register Checklist Group page where the same content as the copied checklist group is reflected.
- Add required content by referring to Add Checklist Group, and then click ‘Save’.
- The checklist group is added with the copied content.
Download Checklist Group List
The following describes how to download the checklist group list.
- Click 'Admin Menu' at the top right of the PC web, and then click 'HR' in the pop-up window.
- Click
at the top left of the screen.
- Click 'Joined/retired Employee Checklist > Manage Checklist Group' from the menu.
- If necessary, enter the checklist group conditions to be searched in the search window, and then click ‘Search’.
- You can view the checklist group that matches the entered conditions.
- Click 'Download'.
- The checklist group list is downloaded as an Excel file.
[YYYYMMDD_MM-DD]checkList_group.xlsx
in the Download
folder.Manage Category
You can add, edit, or delete categories for onboarding and offboarding checklists. You can also change the order of categories or manage the checklists in that category.
Add Category
The following describes how to add a category.
- Click 'Admin Menu' at the top right of the PC web, and then click 'HR' in the pop-up window.
- Click
at the top left of the screen.
- Click 'Joined/retired Employee Checklist > Manage Category from the menu.
- Click 'Add'.
- Enter the category name in the added row, and then click
or
to set the order of the categories.
- Click ‘Save’.
Edit Category
The following shows how to edit a category.
- Click 'Admin Menu' at the top right of the PC web, and then click 'HR' in the pop-up window.
- Click
at the top left of the screen.
- Click 'Joined/retired Employee Checklist > Manage Category from the menu.
- Specify the information to edit.
- To change the category name, delete entered category name and then enter a new category name.
- To change the category order, click
or
.
- To change the order of checklists within your category, click
, change the order on the Change Order tab, and then click Save.
- To move a checklist from one category to another, click
select the category to move the checklist to in the ‘Change Category’ tab, and then click ‘Save’.
- Click ‘Save’.
- Changes will be saved.
Delete Category
The following shows how to delete a category.
- Click 'Admin Menu' at the top right of the PC web, and then click 'HR' in the pop-up window.
- Click
at the top left of the screen.
- Click 'Joined/retired Employee Checklist > Manage Category from the menu.
- Click
for the category item to delete.
- Click ‘Save’.
- Categories are deleted.