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        Checklists

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          Article Summary

          Available in Classic and VPC

          You can check the checklists that have been assigned to you. You can handle the assigned task within the specified period, and if the handler is the person in charge of the task, you can request a reminder.

          Note
          • The Checklist menu is displayed only when there are checklists assigned to you.
          • When a checklist is assigned to you, a notification email is sent to the email address registered on the employee information.

          The Checklist screen is laid out as follows.

          workplace-pc-screen_checklist_ko(2)

          AreaScreen
          ① Change viewing methodIt changes the viewing method of the checklist list.
        • workplace_view: It displays the checklist in card form.
        • workplace_view2: It displays the checklist in a list format.
          • ② Include completed checklistsClick to display completed checklists in the list
          ③ Checklist listIt displays the checklist list.
          ④ Due date/StatusIt displays the due dates and status of checklists.
        • Completed: It refers to checklists that have been completed within the due date.
        • In progress: It refers to checklists not yet completed but not past the due date.
        • Pending: It refers to checklists for which priority checklists have been set by the admin. These checklists can be executed after completing the priority checklists.
        • Delayed: It refers to checklists past due date and not executable.
          • ⑤ CompleteA checklist with user set as Processor
        • If view is set as workplace_view: [Complete] button is displayed on corresponding cards
        • If view is set as workplace_view2: Checkboxes are displayed in the corresponding list. [Complete] button is displayed when you click the checkboxes.
          • ⑥ CommentThe number of comments is displayed if there are comments.
          ⑦ Priority
        • Display any priority checklists that exist
        • Clicking workplace_question_mark displays the priority checklists.

          • Search Checklist Details

          To view the checklist in more detail, click the checklist card to view details if the view type under My Information > Checklist is set as workplace_view, and click the checklist name to view details if the view type is workspace_view2.

          The Checklist Details screen is laid out as follows.

          Note
          • The displayed items may differ according to the checklist settings configured by the admin. (Refer to Add Checklist)

          workplace-pc-screen_Checklist_detail_ko

          AreaDescription
          ① Basic informationDisplay basic checklist information (classification, checklist name, joined/resigned employee, processor, due date)
        • Processor: The processor for the checklist. Classification and name are displayed according to the admin's settings among joined/resigned employee/person in charge of the task/department head.
        • Due date: Due date for completing the checklist
          • ② Additional informationShow checklist’s additional information
        • Link: Click to go to the corresponding link
        • Personnel Info: Displayed if admin has enabled “My Information” link. Click the [Go to HR card] button to edit your information
        • Pledge: Displayed if admin has added a pledge to sign. Click the [Go to Pledge] button to view and sign pledge (Refer to Sign Pledge)
        • Form: Displayed if admin has added a form to approve. Click the [Go to Create Form] button to check and create form (Refer to Create Approval Documents)
        • Attachment Click the file name to download the file attached by the admin
        • Priority Checklist: Displays name of priority checklist if it exists. Complete the priority checklist first, then process the checklist.
          • ③ StatusDisplays checklist status
        • In Progress: Checklist that is in progress before the due date
        • Completed: Checklist that is completed before the due date
        • Delayed: Checklist that cannot be executed as it was not completed before the due date
        • Pending: Checklist of which priority checklist is not completed
        • [Request Reminder]: The processor is the person in charge of the task, status is indicated as In Progress. Click to send a group email to the person in charge of the task.
          • ④ Process HistoryDisplayed when the checklist is completed or the checklist was edited by the checklist admin. Click to assign, edit, request reminder and check completion history of the checklist.
          ⑤ CommentClick to add any questions or additional notices to be made by the person in charge of the task in the comments
        • Both checklist processor and admin can register
        • Notification emails can be sent to the checklist admin, processor, joined/retired employees assigned to the checklist, and their comments can be viewed when comment is added
        • You can only delete your own comments
          • ⑥ Complete
        • Displayed when the handler is the joined/resigned employee and the status is In Progress
        • Click to complete the checklist (Refer to Complete Checklist)
        • Not displayed if due date has expired (Must contact the checklist admin)

          • Complete Checklist

          The following describes how to complete a checklist.

          1. Click the My Name button on the upper right corner of WORKPLACE PC Web screen.
          2. Click the [My Information] button.
          3. Click the Checklist menu.
          4. Click on the checklist to complete.
            • Tap the checklist card to view details if the view type is workplace_view, and click the checklist name to view details if the view type is workspace_view2.
          5. Check the details for the checklist.
            • [Go to HR Card]: Click to edit your HR information.
            • [Go to Pledge]: Click to view pledges that require signature.
              • To sign the pledge, click the [Sign] button.
              • To print the pledge, click the [Print] button.
            • [Go to Create form]: Click to see the approval forms to fill out. For more information on filling out the form, refer to Create Approval Documents.
            • Click the attachment name to download the attachment.
          6. Click the [Complete] button.
            • This completes the checklist.
          Note

          Completing the checklist if you do not need to check the contents of the checklist

          • If view type is workplace_view, click the [Complete] button on the checklist card.
          • If view type is workplace_view2, select the checklist to complete and click the [Complete] button.

          Managing Joining/Retirement

          In the Manage Joining/Retirement menu, you can check and close joining/retirement checklists assigned to you.

          Note
          • The Manage Joining/Retirement menu is only displayed if you're set as the processor (person in charge of the task or department head) of the joining/retirement checklists. For more information joining/retirement checklist processor settings, refer to Joining/Retirement Checklist.
          • For more information about checklists, refer to Checklist.

          The Manage Joining/Retirement screen is laid out as follows.

          workplace-workplace-2-15_checklist_ko

          AreaDescription
          ① Search WindowSearch checklists by status, due date, joined/retired employee, processor, and checklist name.
          ② Checklist listA list of checklists for which you are the person in charge of the task or department head
        • If there are multiple joining/retired employee on a single checklist list, then items are displayed for each target.
        • You can click the name of the ongoing checklist to close it. (Refer to Close Checklist)
        • Checklists in Delayed status can't be processed, and the due date must be extended by contacting the Member admin.
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