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SelectHR Ideas Portal
Status Open for Voting
Created by Lee Pearson
Created on Jan 31, 2023

Add Expiry option to Checklists

At the moment, if you assign a checklist to an onboardee, and then that onboardee completes the checklist item, you are no longer able to delete that checklist item from the checklist definition.

current process is to create a copy of the checklist, deleting the item from the copy, and using the copy going forward.

Unfortunately, this leaves a trail of messy checklists behind it that can quickly grow out of control if a customer does this repeatedly.

Suggestion would be to add an Expire option into the checklist definitions as a checkbox or with a date.

This will allow the customer to effectively tell the system to no longer show those checklists in the listing, and could also be used to prevent it being selected during the onboarding process.

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