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Checklist template: Employee view
Checklist template: Employee view

How to require employee signatures upon completion of any outstanding items or actions on your checklist.

Judith avatar
Written by Judith
Updated over a week ago
  • If the signatures setting is on, employees will be required to complete the checklist before they can sign off on the handbook. Their signatures will be tracked.

  • If the signatures setting is off, the checklist will be visible on the employee portal to check off as needed. But a signature will not be required for the handbook.

Note: The checklist template is not a data collection tool. It's a compliance mechanism that requires employees to navigate through certain checklist items prior to signing off.

1. Activate the "Make checklist completion required" toggle switch in the "Progress bar settings" tab within the "PAGES" sidebar. When activated, the toggle switch will turn blue.

In the Progress bar settings of the checklist page, toggle on for checklist completion required

2. Navigate to the "Signatures" tab of your handbook. Select the "Settings" pane.

Go to the signatures settings of the desired handbook

3. Activate the "Require a signature" toggle switch. When activated, the toggle switch will turn blue.

Enable on "Require a signature" and click "save changes" at the bottom

4. A "REQUIRED" notification will appear in the table of contents to notify employees.

When viewing as an employee, they will now see that checklist is required

5. Employees will need to complete any outstanding tasks to sign this handbook.

Employee will need to complete outstanding tasks to sign this document

6. Once all outstanding items are compelted, employees will be able to click on the "SIGN" button.

When checklist is completed and at 100%, employee will see the "SIGN" button which allows them to sign off this handbook

7. If "required signature" is toggled off.

8. "Off" and save changes

"Off" and save changes

9. Checklist required is no longer there

Checklist required is no longer there

10. You will now see that there is no "complete task to sign document" anymore for the employee

You will now see that there is no "complete task to sign document" anymore for the employee

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