Position Checklists

The Position Checklists page is where checklist forms are assigned to specific positions in symplr Performance. Every position in your organization is listed in the table along with any assigned checklists for each. The table is grouped by Department, and can be filtered to help quickly locate desired positions.

Each position can be assigned a Primary and Secondary form. Primary forms can be thought of as preliminary skills that need to be evaluated during introductory periods for employees (e.g. within the first 90 days of employment). Secondary forms can then be used to assign skills that require more position-specific abilities (e.g. assessment of neurological symptoms).

Expanding the rows for the Primary and Secondary forms displays a history of the forms that have been assigned and the date they were activated. There's also a view link for each that allows you to view the previous forms.

The Select link in the table opens a pop-up window that shows the current active form for the selected position, and allows the selection of a different form if necessary.