Help centre / People and records
Starter and leaver checklists, and your tasks
Make sure nothing is forgotten when someone joins or leaves, and see every task waiting for you in one list.
What you'll need: What needs doing when someone joins or leaves, Who usually does each thing.
A checklist hands out tasks by itself when someone starts or leaves.
More detail
Each task lands in the right person's Tasks.
Set up a checklist
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Step 1: In Settings, open Starter and leaver checklists and press Add a checklist.
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Step 2: Say What is the checklist called? and When does it give out its tasks?
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Step 3: Press Add a task: What needs doing?, who does it, and When is it due?
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Step 4: Press Save.
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From now on it gives out its tasks by itself.
Do your tasks
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Step 1: Open Tasks.
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It lists every task given to you, with when it's due.
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Step 2: Open a task to see who it's about.
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Step 3: Press Done when it's finished.
Stuck?
Where did this task come from?
A checklist gave it out when someone started or left. The task says which person it's about.
It says this step runs by itself
KivoHR does that step for you, such as ending the person's sign-in. There's nothing to press.
It says to say why the step isn't needed
To skip a step, give a short reason, so it's clear later why it wasn't done.
A task is due before it was given out
A task is never due before the day it's given out. Change How many days before or after?
Thanks. That helps us make the guides better.