Joining/Retirement Checklist

Available in Classic/VPC.

In the Joining/Retirement Checklist, you can register checklists, as well as group, assign and manage several checklists registered to one group according to the work purpose.

Checklist Status

In the Checklist Status, you can assign work lists the joined/retired employees must check by group, and divide assigned checklists by joined employee or by checklist. You can also search and view the checklist assignment history by condition and download the checklist assignment list as an Excel file.

The Checklist Status screen is laid out as follows.

Assign Checklist

The following describes how to assign a checklist.

1. In the WORKPLACE PC Web page, click [All Services] > [Member] button.
2. Click the Joined/retired Employee Checklist > Checklist Status menu.
3. Click the [Add Assignment] button.
4. Select the type.
   • Group names that can be selected differ, based on type.
5. Select a group name of a checklist to be assigned.
   • To add a checklist to a group and manage it, refer to Manage Checklist Group.
   • A checklist included in the group is displayed in Checklist Name.
6. Search and add the assignment target.
   • You can assign by the unit of an employee or a department.
   • When setting to use part-timers, you can add part-time employees to the assignment target. (Refer to Use Status of Part-timer)
   • To include suborganizations of the assignment target, Select Include Suborganizations.
   • If the due date for the checklist is set based on the retirement date, then the retirement (scheduled) date for the assignment target must be registered.
   • If the due date is set to date after the retirement date, then checklists can't be performed before the employee's retirement date.
7. Click the [Assign] button.
   • An assigned checklist guide mail will be sent to the assignment target.

Search and manage assigned checklists in detail

Click the group name of the checklist assignment list in the [Joined/retired Employee] tab, and then click the checklist name. You can also click the checklist name in the [By Checklist] tab to open the Checklist Details screen.

On the Checklist Details screen, you can view or edit the checklist content. You can also send a reminder notification mail to a checklist handler by clicking the [Request Reminder] button, and write a comment.

The Checklist Details screen is laid out as follows.

Area	Description
① Basic information	Display checklist basic information Name of joined and retired employees: Click to check information of joined or retired employees. Handler: Display the checklist handler (joined/retired employee/department head/work manager), which can be edited by clicking . Due date: Display the due date of the checklist, or display as delayed if it is not processed by the due date. You can edit it to a date after today.
② Additional information	Display link, personnel information, pledge, form, attached file, task manager, and status Link: Display links entered in the checklist. Personnel information: Display the Status of Provide Link to My Information. Pledge: Display name of the attached pledge. Form: Display name of attached forms. File attachment: Display the attached files, and clicking will display the [Attach File] button and the file attachment area. Task Manager: Display the task manager when the handler is the task manager, or the task manager has been selected. Add the task manager by searching the employee name. Status: Display checklist progress status.
③ Process History	Display the history of assigning, editing, requesting a reminder for and completing the checklist If there is no Process History except assignment, then the [Process History] will not be displayed
④ Comment	Click to write a comment on the checklist Send a notification mail when writing a comment The number of comments is displayed if there are registered comments
⑤ Request reminder	Displayed when the checklist handler is not the joined/retired employee and the status is In Progress, and clicking will send a reminder notification mail to the checklist handler
⑥ Edit	Click to edit the checklist content For disabled items, click to edit, and then click the [Edit] button You can view the checklist editing history by clicking the [Process History] button

Download checklist assignment list

The following describes how to download the list of checklist assignments.

1. In the WORKPLACE PC Web page, click [All Services] > [Member] button.
2. Click the Joined/retired Employee Checklist > Checklist Status menu.
3. If necessary, enter the checklist assignment conditions to be searched in the search window, and then click the [Search] button.
   • You can view the details of checklist assignment history that match the entered conditions.
4. Click the [Download] button.
   • The list of checklist assignments is downloaded as an Excel file.

Delete Assigned Checklist

The following describes how to delete the assigned checklist.

1. In the WORKPLACE PC Web page, click [All Services] > [Member] button.
2. Click the Joined/retired Employee Checklist > Checklist Status menu.
3. Select an item to be deleted in the checklist assignment list.
4. Click the [Delete] button.
   • If you delete it in the [Joined/retired Employee] tab, then checklists of selected joined/retired employees are all deleted.
   • If you delete it in the [By Checklist] tab, then only the selected checklists are deleted.

Manage Checklist

In the Manage Checklist menu, you can register and manage joined/retired employee's checklists. You can also search and view the checklist by condition and download the list of checklists as an Excel file.

The Manage Checklist screen is laid out as follows.

Add checklist

The following describes how to add a checklist.

1. In the WORKPLACE PC Web page, click [All Services] > [Member] button.
2. Click the Joined/retired Employee Checklist > Manage Checklist menu.
3. Click the [Add] button.
4. Enter basic information.
   • Select a category name with which you are to manage a checklist. For detailed category information, refer to Manage Category menu.
   • Select the Handler.
     • Task Manager: This is a manager who will perform the checklist. When selected, the task manager item in additional information is changed to the required item.
     • Department head: The head of department that the joined/retired employee belongs to, will perform the checklist, and for part-time employees, a workplace manager is applied as a department head.
       Note

       • If there is no superordinate department head, the secondary superordinate department head is assigned to a handler.
       • For the assigned checklist, if the department head is in the retirement (or deletion) or appointment cancellation status, a notification email about the change of handler is sent to the admin. The admin can change a handler of the checklist.
     • Joined employee/retired employee: Joined/retired employee who was assigned the checklist will perform the checklist. When assigning the checklist, you can view the assigned checklist in the My Information > Checklist menu.
     • When an invalid employee is designated as a handler, an information mail is sent to the admin.
     • If the use status of appointment is set to Not Use in Set > Set Member menu, then you can't set the due date as of the date of retirement.
5. Enter additional information.
   • Click the [Add] button to register multiple links.
   • Select whether to provide "My Information" link.
     • When selected, the link to the My Information page is provided, and the personnel information can be edited directly.
   • Click the [Select Pledge] button to add pledges.
     • The Pledge item is only displayed when using HR services, and if substitute characters are included in the form, you can't add.
   • Click the [Select Form] button to add forms.
     • Based on the services in use and use settings, the available forms may differ.
   • To attach files, click the [Attach File] button or drag and drop into the Drag Files Using Mouse area.
   • To add a task manager, search and add the employee name to be added.
     • A task manager who is not set as a checklist handler, plays a role of managing the task in the checklist.
6. Click the [Save] button.

View Checklist Details

The following describes how to check details of checklists.

1. In the WORKPLACE PC Web page, click [All Services] > [Member] button.
2. Click the Joined/retired Employee Checklist > Manage Checklist menu.
3. Click the checklist name whose details will be checked in the checklist list.
   • It opens the Edit Checklist page.

Edit checklist

The following describes how to edit a checklist.

1. In the WORKPLACE PC Web page, click [All Services] > [Member] button.
2. Click the Joined/retired Employee Checklist > Manage Checklist menu.
3. Click the checklist name to be edited in the checklist list.
4. Apply the edited content, and then click the [Save] button.
   • Click to attach a file.
5. Enter the reason for editing, and then click the [OK] button.
   • The edited content will be reflected.

Copy Checklist

The following describes how to copy the checklist content and to add a new checklist.

1. In the WORKPLACE PC Web page, click [All Services] > [Member] button.
2. Click the Joined/retired Employee Checklist > Manage Checklist menu.
3. Click the checklist name to be copied in the checklist list.
4. Click the [Copy] button, and then click the [OK] button in the pop-up window.
   • Open the Register Checklist page where the same content as the copied checklist is reflected.
5. Add required content by referring to Add Checklist, and then click [Save] button.
   • The checklist is added with the copied content.

Delete Checklist

The following describes how to delete a checklist.

1. In the WORKPLACE PC Web page, click [All Services] > [Member] button.
2. Click the Joined/retired Employee Checklist > Manage Checklist menu.
3. Click the checklist name to be deleted in the checklist list.
4. Click the [Delete] button.
5. From the Delete Checklist pop-up window, click the [Yes] button.
   • The checklist is deleted.

Download Checklist List

The following describes how to download the checklist list.

1. In the WORKPLACE PC Web page, click [All Services] > [Member] button.
2. Click the Joined/retired Employee Checklist > Manage Checklist menu.
3. If necessary, enter the checklist conditions to be searched in the search window, and then click the [Search] button.
   • You can view the checklist that matches the entered conditions.
4. Click the [Download] button.
   • The list of checklist is downloaded as an Excel file.

Manage Checklist Group

In the Manage Checklist Group menu, you can group and manage checklists according to the work purpose or execution target.

The Manage Checklist Group screen is laid out as follows.

Add Checklist Group

The following describes how to add a checklist group.

1. In the WORKPLACE PC Web page, click [All Services] > [Member] button.

2. Click the Joined/retired Employee Checklist > Manage Checklist Group menu.

3. Click the [Add] button.

4. Enter checklist information.

   • If you select the status of automatic assignment to Use, then the Target Department for Assignment item is displayed. Select the target department for assignment.
   • Click Include Suborganizations to select, and you can include suborganizations of the assignment target department in the assignment target.
   Note

   If you set the use status of appointment to Use and the type is Employment, then you can select the automatic assignment status to Use.

5. Click the [Add] button to add a checklist.

   • Select a checklist to be added in the Select Checklist pop-up window, and then click the [OK] button.
   • You can search the checklists by searching the category name and checklist name.

6. Designate the priority checklist.

   • Select a checklist, and then click the [Add] button to select a checklist that has to be performed prior to the applicable checklist.
   • The same checklist can't be selected repeatedly, and checklists that create a cycle due to continuous priority conditions can't be selected.

7. Enter the mail guide message.

   • A checklist assignment guide mail is sent with the created message as its title.
   • A mail with a default title will be sent if you don't enter anything.

8. Click the [Save] button.

   • The checklist group is added.

Delete Checklist Group

The following describes how to delete a checklist group.

1. In the WORKPLACE PC Web page, click [All Services] > [Member] button.
2. Click the Joined/retired Employee Checklist > Manage Checklist Group menu.
3. Select a checklist group to be deleted.
4. Click the [Delete] button.
5. From the Delete pop-up window, click the [Yes] button.
   • The checklist group is deleted.

View Checklist Group Details

The following describes how to view checklist group details.

1. In the WORKPLACE PC Web page, click [All Services] > [Member] button.
2. Click the Joined/retired Employee Checklist > Manage Checklist Group menu.
3. Click the checklist group name whose details will be checked in the checklist group list.
   • It opens the Edit Checklist Group page.

Edit Checklist Group

The following describes how to edit a checklist group.

1. In the WORKPLACE PC Web page, click [All Services] > [Member] button.
2. Click the Joined/retired Employee Checklist > Manage Checklist Group menu.
3. Click the checklist group name to be edited in the checklist group list.
4. Apply the edited content, and then click the [Save] button.
   • The edited content is saved.

Copy Checklist Group

The following describes how to copy the checklist group content and to add a new checklist group.

1. In the WORKPLACE PC Web page, click [All Services] > [Member] button.
2. Click the Joined/retired Employee Checklist > Manage Checklist Group menu.
3. Click the checklist group name to be copied in the checklist group list.
4. Click the [Copy] button, and then click the [OK] button in the pop-up window.
   • Open the Register Checklist Group page where the same content as the copied checklist group is reflected.
5. Add required content by referring to Add Checklist Group, and then click the [Save] button.
   • The checklist group is added with the copied content.

Download Checklist Group List

The following describes how to download the checklist group list.

1. In the WORKPLACE PC Web page, click [All Services] > [Member] button.
2. Click the Joined/retired Employee Checklist > Manage Checklist Group menu.
3. If necessary, enter the checklist group conditions to be searched in the search window, and then click the [Search] button.
   • You can view the checklist group that matches the entered conditions.
4. Click the [Download] button.
   • The checklist group list is downloaded as an Excel file.

Manage Category

In the Manage Category menu, you can add, edit, or delete categories of checklists in the [Employment] tab and [Retirement] tab, respectively. You can also change the order of categories or manage the checklists in that category.

Add Category

The following describes how to add a category.

1. In the WORKPLACE PC Web page, click [All Services] > [Member] button.
2. Click the Joined/retired Employee Checklist > Manage Category menu.
3. Click the [Add] button.
4. Enter the category name in the added row, and then click or to set the order of the categories.
5. Click the [Save] button.

Edit Category

The following shows how to edit a category.

1. In the WORKPLACE PC Web page, click [All Services] > [Member] button.
2. Click the Joined/retired Employee Checklist > Manage Category menu.
3. Specify the information to edit.
   • To change the category name, delete entered category name and then enter a new category name.
   • To change the category order, click or .
   • To change the order of checklists within a category, click , change the order in the [Change Order] tab, and then click the [Save] button.
   • To move a checklist from one category to another, click and select the category to move the checklist to in the [Change Category] tab, and then click the [Save] button.
4. Click the [Save] button.
   • Changes will be saved.

Delete Category

The following shows how to delete a category.

1. In the WORKPLACE PC Web page, click [All Services] > [Member] button.
2. Click the Joined/retired Employee Checklist > Manage Category menu.
3. Click for the category item to delete.
4. Click the [Save] button.
   • The category will be deleted.