Setting up the New Hire Checklist Options

Guide Steps

  1. Navigate to Setups > Companies > Payroll > Setup > Options > Defaults
  2. Enter the Check List items you would to appear on the form.
    1. Grouping is a self learning drop down
    2. Note that the form will sort as you see see the lines here, first by Group then by Line item Description.
    3. Use the “X if Needed” on all lines that you know are always needed.
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Guide Screenshot Reference

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