The multi-tab Completed checklist items report:
- provides details of completed checklist items that the departments need to update on the staff record; and
- includes parameters to filter by department, appointment start date, employee number and checklist completion date.
Each tab represents the different 'Task' completed within Onboarding. This report does not include completed data that is auto-populated into the People Management staff record.
Navigation path:
Employee Dashboard > Insight
- Click All Reports
- Find 'Completed checklist items' report.
- Click on the three dots at the end of a row and choose View.
- Click REFRESH DATA
- Enter the Prompts, as required (these are optional):
- Click OK
- Repeat for each tab.
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Please note: The prompts may not always appear in the same order so must be checked carefully on each tab. Completion Date From – tasks completed on or after the date entered, based on the date the task was completed Appointment date FROM and Appointment date TO – allow you to report on completed checklist items from or to a specified date or within a specified date range, based on the appointment start date
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