Checklist
Use to create a Checklist template of tasks to apply to a client or clients.
A Checklist details all the tasks you normally process for the client and the order in which you want to carry them out.
You can create different Checklist templates for different client scenarios. For example, you may have one checklist for monthly payrolls and another for weekly payrolls.
You can also manually add and delete custom tasks. A custom task could be uploading an output file to a pension provider, for example.
How to create a Checklist Template
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Next to Checklist Template Name, select the following icon to create a new template:
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Enter a name for the template and select this icon:
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Two lists are displayed on screen, Available Tasks and included tasks. Move items between the lists as needed by dragging the task or selecting it and using the arrows.
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Add any Custom Tasks.
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Use the +/- column to set how long before or after the pay date the task should be completed.
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Select Save to save the template.
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Select Apply to Clients to open the Apply Checklist screen and apply the template to clients.
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Select the Apply boxes next to the relevant clients.
How to add a Custom Task
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Select Add Custom Task and enter the task name. Custom tasks will always have a Task Type of Manual.
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Once you have added a task to the Included Tasks list, the type of task is displayed. Set how long before or after the pay date the task should be completed.
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Select Save to save your changes.