Quick summary
The Employee Checklists feature in PASS lets care providers create, assign, and track compliance checklists for staff roles — automating onboarding admin and ensuring nothing gets missed. Managers can set deadlines, alerts, and review cycles per checklist item, with all progress tracked centrally in the platform.
Steps
- Open the Checklists tab in PASS to start creating a new employee onboarding checklist.
- Click the Title field and enter a memorable name and description for your new checklist.
- Enable auto-assignment by checking Employees with role to automatically assign the checklist to specific team members.
- Select Careworker (or the relevant role) to ensure all care workers receive the checklist automatically.
- Review and configure read and write permissions — these default to Manager level for immediate compliance control.
- Click Save to activate your new checklist.
- Click Edit items and add a new checklist item by clicking the Title field to name and describe it.
- Set deadlines for when each checklist item must be completed.
- Configure alerts to send reminders as deadlines approach.
- Enable reviews to define if and when an item should be repeated — PASS tracks all of this automatically.
- Use Edit items to reuse existing items across multiple checklists to save time.
- Navigate to the Employees tab and click an employee profile (e.g. David) to confirm the checklist has been automatically assigned.
- Click an item such as Appraisal to open it, then add a completion date, notes, and upload supporting evidence such as a passport or right-to-work document.
- Mark the item as complete to finalise the checklist entry for that employee.
