What are Checklist and Task in Zoho People?

Checklists are structured lists of tasks that can be created for a form to ensure HR processes related to the form are completed consistently and efficiently. In Zoho People, you can create a checklist for a form and associate tasks that can be assigned to your employees. Whenever a checklist is triggered through a workflow, the respective task owners will receive a notification to review and complete the checklist.

You can include automation actions such as email alerts, field updates and custom functions upon completion of the checklist.

Examples of Checklist

These are few examples of checklist that you can create for the respective forms and automate using workflows.

1. Employee Onboarding Checklist
2. Employee Off-boarding Checklist
3. Performance Review Checklist
4. Recruitment Checklist
5. Compliance and Audit Checklist

How to Automate Checklist in Zoho People?

1. Create checklist for a form in Settings > Select a Service > Automation > Checklist & Task and associate with a new or existing Workflow.
   
2. Whenever a Workflow trigger event occurs, the Checklist is triggered and the task owners get the notification to check and complete the tasks in the checklist.
   

Create a Checklist and Associate Tasks for a Form

1. Navigate to Settings > Automation > Checklists & Tasks.
2. On Checklist tab, click Add Checklist.
   
3. Select the form and provide a name for your checklist (for example: Candidate Onboarding Checklist)
   
   
   
4. To add tasks for the the checklist, click Add New Tasks and do the following steps, you can also Select from Existing Tasks to tag the tasks that are already created and available for the form.
   
5. Enter the Task name, this is the task name available on the system for administrator reference.
   
   
   
   
   
   
   
   
6. Enter the Display name, this is the task name displayed to the task owner. You can add form field values to the task display name.
   
   For example. Task name: Issue ID card and Task display name is Issue ID card to {First Name}
7. Enter the task description.
   
8. Select the priority level as either low, moderate or high.
   
9. Select the task owner.
   
10. Set deadline to complete task in due by.
    
11. Click Save.
    
12. Repeat the steps to add multiple tasks to your checklist.
13. In the Actions to perform on checklist completion, add or select the required actions:
    
1. Email Alerts: Triggers email alert, to create a email alert, refer to Email Alerts Automation - Zoho People.
   
2. Field Updates: Update field in the form, to create a field update, refer to Field Updates Automation - Zoho People.
3. Custom Functions: Performs custom function based on deluge code,  to create a custom function, refer to Custom Functions Automation - Zoho People.
14. Click Close.
    The checklist has been created, and tasks have been associated.

Map the created checklist to a workflow to trigger them based on workflow events, or map it to a custom button to trigger it when clicking the button in a form record.