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Administrator Guide
Last Updated: 2023-06-23
Manage Checklist Actions

Manage Checklist Actions

Have the
checklists.waive
 to waive a checklist action.
Checklists are an optional feature in VNDLY. You can configure checklists to set up tasks that selected roles must complete before or after onboarding a candidate. Checklist actions in VNDLY are commonly used for compliance tasks such as background checks and onboarding forms. Checklist actions automatically apply to jobs created after the checklist creation date if the criteria matches. You can also manually add them to an active work order.
You can search and filter checklist actions that are relevant to you. Example: You only want to complete missing checklist actions associated with a work order that already has an accepted offer.
Access to checklist actions isn’t only based on security permissions. Users can access checklist actions based on who is the checklist owner and their relationship to the worker.
  1. From the header, select
    More
    Manage Checklist Actions
    .
    The
    Contractor Checklists
     tab displays checklist actions by due date.
  2. (Optional) From the
    Filters
     sidebar, select the filters you'd like to use. As you select a filter, consider:
    Option
    Description
    Completed
    The checklist action is complete and requires no further action.
    Expired
    The expiry date of the checklist action has passed.
    Expire Soon
    The checklist action expires soon and the expiration notification setting was enabled on the checklist.
    Failed
    The checklist action requiring a pass or fail evaluation displays as a
    Fail
    .
    Missing
    The checklist action is incomplete and requires action.
    Pending
    The checklist action was submitted and requires approval.
    Rejected
    The approver rejected the checklist action.
    Waived
    The checklist action was waived.
  3. Click the checklist that you wish to view or take action on.
    The pane on the right displays details of the checklist action. If the checklist action applies to multiple work orders, VNDLY lists each work order along with the status of the work order.
  4. Click
    View
     or
    Review
     (for
    Pending
     status actions) to view the action details or take further action on the checklist action.
  5. As you view the
    Take Action
     pane, consider:
    If you want to ...
    Then ...
    Complete the checklist action.
    1. Complete the fields.
    2. Click
      Save
       (or
      Submit for Approval
      ).
    Approve the pending checklist action.
    Click
    Approve
    .
    Reject the pending checklist action.
    1. Click
      Select Reason & Reject
      .
    2. Select the appropriate reason.
    3. Click
      Reject
      .
    Waive the checklist action.
    1. Click
      Waive
      .
    2. Enter a reason for waiving the checklist action.
    3. Click
      Save
      .
    When you waive a pre-onboarding checklist action, it blocks the onboarding workflow unless the following checklist settings are enabled in your tenant:
    • Allow Waive Checklist Actions at Offer Release
      .
    • Allow Manager to Waive Checklist Action
      .
    .