Checklists

Area	Page
① Change viewing method	It changes the viewing method of the checklist list. : It displays the checklist in card form. : It displays the checklist in a list format.
② Include completed checklists	Tap to display completed checklists in the list.
③ Checklist list	It displays the checklist list.
④ Due Date/Status	It 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 Completed	checklists with the user set as the handler If the viewing method is set as : The [Complete] button is displayed on the corresponding cards. If the viewing method is set as workplace_view2: Checkboxes are displayed in the corresponding list. The [Complete] button is displayed when you mark the checkboxes.
⑥ Comment	The number of comments is displayed if there are comments.
⑦ Priority	It displays any priority checklists that exist. Tapping displays the priority checklists.

Area

Page

① Change viewing method

It changes the viewing method of the checklist list.

: It displays the checklist in card form.

: It displays the checklist in a list format.

② Include completed checklists

Tap to display completed checklists in the list.

③ Checklist list

It displays the checklist list.

④ Due Date/Status

It 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 Completed

checklists with the user set as the handler

If the viewing method is set as workplace_view

: The [Complete] button is displayed on the corresponding cards.

If the viewing method is set as workplace_view2: Checkboxes are displayed in the corresponding list. The [Complete] button is displayed when you mark the checkboxes.

⑥ Comment

The number of comments is displayed if there are comments.

⑦ Priority

It displays any priority checklists that exist.

Tapping

displays the priority checklists.

Search Checklist Details

To view the checklist in detail, tap > Checklist, and then tap the checklist you want to view in detail from the checklist list.

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)

Area	Description
① Basic information	It displays basic checklist information (checklist name, classification, joining/retiring employee name, handler, due date). Handler: This is the handler of the checklist. Their classification and name are displayed according to the admin's settings, among joining/retiring employee, person in charge of the task, and department head. Due Date: due date for completing the checklist
② Additional information	It displays the checklist’s additional information. Link: Tap to open the corresponding link. Personnel Information: It is displayed if admin has enabled “My Information” link. Tap the [Go to HR Card] button to edit your information. Pledge: It is displayed if the admin has added a pledge to sign. Tap [Go to Pledge] button to view and sign pledge. (Refer to Sign Pledge) Form: It is displayed if the admin has added a form to approve. Tap the [Go to Create Form] button to check and create form. (Refer to Create Approval Documents) Attachment: Tap the file name to download the file attached by the admin. Priority Checklist: It displays name of the priority checklist if it exists. Complete the priority checklist first, then process the checklist.
③ Status	It displays the checklist status. In Progress: a checklist that is in progress before the due date Completed: a checklist that is completed before the due date Delayed: a checklist that can't be executed as it was not completed before the due date Pending: a checklist whose priority checklist is not completed [Request Reminder]: It is displayed if the handler is the person in charge of the task, and its status is In Progress. Tap to send an instruction email to the person in charge of the task.
④ Process History	It is displayed if the checklist is completed or the checklist has been edited by the checklist admin. Tap to assign, edit, request reminder and check completion history of the checklist.
⑤ Comment	Tap to add any questions or additional notices to be made by the person in charge of the task in the comments. Both the checklist handler and admin can register comments. Notification emails can be sent to the checklist admin, handler, and joining/retiring employees assigned to the checklist, and their comments can be viewed when comment is added. You can only delete your own comments.
⑥ Completed	It is displayed when the handler is the joining/retiring employee and the status is In Progress. Tap to complete the checklist. (Refer to Complete Checklist) It isn't displayed if the due date has been elapsed (required to contact the checklist admin).

Area

Description

① Basic information

It displays basic checklist information (checklist name, classification, joining/retiring employee name, handler, due date).

Handler: This is the handler of the checklist. Their classification and name are displayed according to the admin's settings, among joining/retiring employee, person in charge of the task, and department head.

Due Date: due date for completing the checklist

② Additional information

It displays the checklist’s additional information.

Link: Tap to open the corresponding link.

Personnel Information: It is displayed if admin has enabled “My Information” link. Tap the [Go to HR Card] button to edit your information.

Pledge: It is displayed if the admin has added a pledge to sign. Tap [Go to Pledge] button to view and sign pledge. (Refer to Sign Pledge)

Form: It is displayed if the admin has added a form to approve. Tap the [Go to Create Form] button to check and create form. (Refer to Create Approval Documents)

Attachment: Tap the file name to download the file attached by the admin.

Priority Checklist: It displays name of the priority checklist if it exists. Complete the priority checklist first, then process the checklist.

③ Status

It displays the checklist status.

In Progress: a checklist that is in progress before the due date

Completed: a checklist that is completed before the due date

Delayed: a checklist that can't be executed as it was not completed before the due date

Pending: a checklist whose priority checklist is not completed

[Request Reminder]: It is displayed if the handler is the person in charge of the task, and its status is In Progress. Tap to send an instruction email to the person in charge of the task.

④ Process History

It is displayed if the checklist is completed or the checklist has been edited by the checklist admin. Tap to assign, edit, request reminder and check completion history of the checklist.

⑤ Comment

Tap to add any questions or additional notices to be made by the person in charge of the task in the comments.

Both the checklist handler and admin can register comments.

Notification emails can be sent to the checklist admin, handler, and joining/retiring employees assigned to the checklist, and their comments can be viewed when comment is added.

You can only delete your own comments.

⑥ Completed

It is displayed when the handler is the joining/retiring employee and the status is In Progress.

Tap to complete the checklist. (Refer to Complete Checklist)

It isn't displayed if the due date has been elapsed (required to contact the checklist admin).

Complete Checklist

The following describes how to complete a checklist.

Tap

from the WORKPLACE mobile app.

Tap the Checklist menu.

Tap the checklist you want to complete.

Check the details for the checklist.

[Go to HR Card]: Tap to edit your personnel information.
[Go to Pledge]: Tap to view pledges that require signature.
- To sign the pledge, tap the [Sign] button.
- To print the pledge, tap the [Print] button.
[Go to Create Form]: Tap to see the approval forms to fill out. For more information on creating forms, refer to Create Approval Documents.
Tap the name of the attachment to download the attachment.

Tap the [Complete] button.

This completes the checklist.

Managing Joining/Retirement

In the Manage Joining/Retirement menu, you can check and complete joining/retirement checklists that have been assigned to you.

Note

The Manage Joining/Retirement menu is only displayed when you're set as the handler (task manager or department head) of the joining/retirement checklists. For more information related to setting the handler for joining/retirement checklists, please refer to Joining/Retirement Checklist.
For more information about checklists, please refer to Checklist.

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

workplace-workplace-3-7_joinandresign_ko

Area	Description
① Search	It searches checklists by status, due date, employee name, handler, and checklist name.
② Checklist list	It is the list of checklists for which you're set as the handler, from being the task manager or the department head. If there are multiple joining/retiring employees for a checklist, then the items are displayed for each target. You can complete checklists by tapping the name of a checklist whose status is In Progress. (Refer to Complete Checklist) You can't process a checklist whose status is Delayed. You need to inquire the Member admin to request an extension of its due date.

Area

Description

① Search

It searches checklists by status, due date, employee name, handler, and checklist name.

② Checklist list

It is the list of checklists for which you're set as the handler, from being the task manager or the department head.

If there are multiple joining/retiring employees for a checklist, then the items are displayed for each target.

You can complete checklists by tapping the name of a checklist whose status is In Progress. (Refer to Complete Checklist)

You can't process a checklist whose status is Delayed. You need to inquire the Member admin to request an extension of its due date.

Checklists

Search Checklist Details

Complete Checklist

Managing Joining/Retirement

What's Next