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Process Flow Chart

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Checklists are accessed via the bell icon in the top-right corner of the screen.

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In this screen, the user can access the Onboarding checklist by selecting my checklist, then clicking “Open Checklist”

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The checklist will open on the left of the screen with all task categories listed. These categories can be opened to view tasks that must be completed. Task categories include:

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The checklist can be minimized by clicking the |<- symbol. The checklist overlay can be closed by clicking “Exit Checklist” at the bottom of the screen.

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Screenshots of all tasks follow:

Employee Tasks:

Welcome (Read the information, then click Mark as Complete)

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Superannuation form (fill in the form within the system, then click Submit Form)

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Fair Work Information Statement (click the link to view externally)

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Collect Staff Card from Reception (complete once received)

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Workplace Health & Safety Training

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IT Security Awareness Training (view the external link, complete the training, then mark as complete)

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Manager tasks:

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Review Submitted Manager Checklist Form (click View Open to see a list of open form items. This form will advise the required IT/ facilities permissions for the new employee’s account/ card. Click Mark as Complete once complete.)

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Payroll Tasks:

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