Why is the Human Resources checklist useful?

The HR checklist is used to add types of documents needed for staff management (e.g..: an employee resume, job descriptions, etc).

Create a checklist

1. On the top right side of your screen, click on your user name and go to Agir Config. 

2. Select the Equipment and HR tab and pick the HR and equipment checklist option. 

3. Click Add to add a new checklist.  

4. Define the Checklist' Name and type (in this case, we will create an HR checklist). 

Save it by clicking on the icon as shown below (3).

5. At this point, we can add document types to our checklist. Define the name of the file, the owner, which includes yourself (meaning that the user himself will be responsible for loading the document), an expiration deadline, and a description of the document.

Save all changes.

6. Here, you can see the created document for this specific checklist. You can keep adding other documents needed by clicking Add.  

7. You can edit the checklist (1) or even delete it (2) if needed.

Accessing the HR checklist

1. Go to the Staff Module.

2. Select the employee to which you want to add the checklist file. 

3. At the employee profile, click on Add and Documents checklist. 

4. Pick the checklist from the list.

5. By opening the created checklist, you are able to see the type of documents that you can add to the employee. 

Select the desired document type and click on Add Checklist.

  TIP  You can select all the types of documents listed or just one of them as shown in the image below.

6. At this point, a request to insert the document will show up. Open the document type(s).

 TIP   The icon shown on the image above is grey because the documents is not uploaded yeat

7. You can edit the description and set the expiration date. To add the document, click on the Upload document icon and choose the document from your computer.  

 TIP  When the document is inserted, the icon turns green, and when it expires, appears with the color orange.