Create checklists to walk employees through processes like onboarding or signing up for retirement.
To create checklists:
On Home, click Checklists.
Click Add New Checklist.
Enter a checklist title and description.
Next, add To Dos, one at a time.
Enter a Title and Description.
Click Add Link, then Select page to insert a link for a relevant page in Pendant. Or, click Other Website and paste a link there.
Click Add Another To-do and repeat as necessary.
Once your to-dos are in place, click the = icon to rearrange to-dos in the most helpful sequence.
Select which groups can see this checklist. (You can also make this change later on from the group's settings).
Click Save Checklist.
