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Administrator Guide
Last Updated: 2024-12-13
Set Up Checklist Settings

Set Up Checklist Settings

Have the
checklists.settings
 permission.
You can customize your checklist configuration.
The
Configuration
 tab enables you to:
  • Allow specific users to waive checklist actions.
  • Allow contractors to manage checklist actions.
  • Display checklists and allow checklist modifications on job creation.
  • Allow managers to view checklist requirements before onboarding.
  1. From the header, select
    More
    Company Settings
    .
  2. Under
    Miscellaneous Settings
    , click
    Checklists
    .
  3. Click the
    Configuration
     tab.
  4. As you modify checklist configurations, consider:
    Option
    Description
    Display Checklist to Manager During Job Creation
    Allows Program Management to decide whether the
    Add Checklists
     pop-up displays with a list of required and suggested checklist items during job creation and when editing a job .
    If this option isn't selected, VNDLY automatically adds required and suggested checklist items that match the job criteria to the job during job creation.
    Allow Checklist Modifications on Job/Role Creation
    When checked, users can remove checklists when publishing or editing a job, except for checklists set as
    Force Select when Criteria Matches
     (set when creating a checklist). Removed checklists remain applicable to existing candidates.
    This option is only available for selection when
    Display Checklist to Manager During Job Creation
     is enabled.
    Allow Managers to View Checklist Requirements Before Onboarding
    When checked, client-users with the permission
    checklist.read
     can view checklist evidence from vendors before the candidate is in
    Ready for Onboard
     status.
    Allow Waive Checklist Actions at Offer Release
    When checked, users with the permission
    checklist.waive
     can waive pre-onboarding checklist actions at the time of offer release and on individual checklist actions. Waiving pre-onboarding actions allows users to onboard the candidate without having the items complete.
    Allow Manager to Waive Checklist Actions
    When checked, allows managers with the permission
    checklist.waive
     to waive pre-onboarding individual checklist actions. Waiving pre-onboarding actions allows the candidate to be onboarded without having those items complete.
    Allow Contractors to Manage Checklist Actions
    When checked, contractors can access and complete checklist actions.
    Require Waived Checklist Actions to be Completed After Onboarding
    When checked, checklist actions that were waived before onboarding must be completed post-onboarding. The due date will be the onboarding date plus the specified number of days after onboarding.
    Waived Checklist Actions must be completed within X days After Onboarding
    This field is required when
    Require Waived Checklist Actions to be Completed After Onboarding
     is checked. It requires input of the number of days checklist actions must be completed after onboarding to remain compliant.
    Enable Checklist Actions Rejection Reason
    When checked, VNDLY displays a list of custom rejection reasons when rejecting a checklist approval request.