Assign a checklist for an existing employee

HeatherL10
New Member

Assign a checklist for an existing employee

Hi!

We have copied the 'Exit Checklist' and we are trying to use it-but I have a few questions.  We need the checklist linked to the employee who is exiting but when we assign the checklist to the person they get the notification.  I need the 'Group' who is going to be handling the exit tasks, but there isn't capability to auto assign to a group. Also there are tasks in the checklist that don't have a document-like turn off badge-that is set-up with in the checklist to go to the 'Exit Group' but again the employee is getting the notification and not the groups.

How can I go about doing this?

1 Reply
PS_AM1
Veteran

Re: Assign a checklist for an existing employee

Hi @HeatherL10,

 

Thank you for posting in the Community!  Would you provide which product you are using so we can assist you further, please?



Angelam7
PowerSchool Community Moderator

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