How to Run a Checklist Audit

How to Run a Checklist Audit

In this article, we will outline the steps for running a checklist audit. This feature enables you to verify that all documents have been signed and/or completed by the employee.


Go to Team>HR>Checklists>Checklists    



Go to the "% Completed" column and filter not equal "!=" to 100, to filter out all checklists that have been completed

Click the edit pencil on the left to see what items are outstanding

Once you click the pencil, you will be able to see which items within the checklist have been completed and which ones have not.

  1. Any item with a green check mark has been completed.
  2. If a green check mark is missing, it has not been completed.






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