Checklists

Checklists provide a way to assess employees on basic skills that relate to their positions in your organization. Whereas Assessments and 360 Reviews are intended to evaluate an employee's attitude, workplace contributions, and professional achievements, checklists are provided for the purpose of measuring the employee's skill level and ability in performing specific tasks such as drawing blood or inserting an IV line. Simply put, checklists assess to what degree they can or can not successfully perform a task.

Lists of specific skills is created and assigned to individual positions in symplr Performance. A checklist schedule is created (by an administrator) that assigns a checklist task to managers. This task requires them to evaluate their employees on the skills for their competency checklist.

Employees can also be assigned self-assessment tasks for checklists, allowing them to evaluate themselves on the necessary skills, and share the assessment with their manager.

Checklists can contain multiple skills, but not all skills on a checklist need to be completed at the same time. Checklist items can be evaluated when possible, and the checklist saved for completion at a later date.

Once all items on a checklist have been completed, the entire checklist can be closed. Closed checklists are stored as a PDF in the employee profile, and the employee is then assigned a sign-off task.

Users with a Validator role are able to complete individual skills for an employee, along with the employee's manager, but only the manager is able to close the entire checklist and complete the task.