Checklist

How to Update an Existing Checklist

How to Update an Existing Checklist

This article will cover the steps to update an existing Checklist within the Elevated system. You can use these steps, for example, if you have a new policy that you want to add as a part of your Onboarding Process.

Step 1: Locating Checklist

Navigate to Hamburger Menu > Gear Icon > HR Setup > Checklists. Search for the name of the checklist you're looking to update, and click the Pencil Icon.



Step 2: Adding Checklist Items

In the Upper Right Hand Corner, click Add Checklist Item to add a new item to an existing group within the checklist, or select Add Group to create a new Group to add Items to.
Select the Existing Group you're looking to add the item to, a checkbox next to the Item you're looking to add (Custom Form, Link to a page outside the system, etc), and click Add Selected.



The item you added will appear at the bottom of the group you selected, you can use the up and down arrows to change the item's order in the checklist. Click the Pencil Icon to add the details.

Step 3: Completing Details



Be sure the "To Be Completed By" field is correct for the demographic you want the checklist item to go to (Employee, manager, specific security profile or administrator, etc), and select the correct Item (Custom Form in this example) from the drop-down. Name the item, and write out the instructions as you would like them to appear to the employee, click Save. 

Step 4: Review and Save

Review the item, make any additional edits, and click Save in the upper right-hand corner



    • Related Articles

    • Sending a Custom Form

      To send a custom form to employees: 1. Go to the hamburger menu 2. Go to the gear icon 3. Go to HR Setup 4. Go to Checklists 5. Click the Add New button in the top right corner 6. Select the checklist type as Employee Setup 7. Add a name to the ...
    • Adding a Custom Form to Elevated

      When adding a custom form, you'll first want to make sure the document you are uploading is saved as a PDF.   Adding a custom form in Elevated: 1. Go to the hamburger menu 2. Go to the gear icon 3. Go to HR Setup 4. Click Custom Forms 5. Click the ...
    • Form Questionnaires

      Form Questionnaires     A job requisition and benefits enrollment can be tied to a questionnaire. First, a questionnaire must be created under Company Settings > HR Setup > Form Questionnaires.   Click Add New to create a new form. Click the edit ...
    • Employee Update Withholding Forms (on Employee Self Service)

      Employee Update Withholding Forms In this video, we cover how to update your withholding forms for both Federal and State documents.  The navigation path to get started is Hamburger Menu > Personal Info Icon (Single Person) > My HR > Forms > ...
    • How to Correct / Update a Contact

      How to Correct / Update a Contact   This article will show you how to make corrections/changes to existing contacts (Emergency, Dependent, or Beneficiary).     Employee's should be able to update their Account Contacts by Navigating to Hamburger Menu ...