HR workflow software for automation, checklists & notifications

How you can use HR checklists

Admins, managers, HR and employees can use checklists to ensure accuracy and completion of automated company processes. These automations can be created and set up for joiners and leavers, performance review steps, training completion tasks or any other HR process that is specific to your company and that you wish to standardise across your organisation.

Assigning actions in HR automations

You can use checklists to assign actions to employees as a way to ensure the tasks are not forgotten. They will appear on the employee’s Dashboard as outstanding actions, with a time to complete. This process reinforces adherence to company policies and HR processes, whilst giving managers a view of who is falling behind in their team. You can even nudge staff who haven't completed their checklist all from one place.

Notifications against checklists

Appogee HR offers the ability to trigger assigning a checklist to an employee based on a notification received. This may be an employee profile field update or you can trigger notifications based on a  relative date i.e. when you know you need to offboard an employee or even just double-check potentially out of date information.