How to Use PASS to Build Checklists for Your Care Employees

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

1. Open the Checklists tab in PASS to start creating a new employee onboarding checklist.
2. Click the Title field and enter a memorable name and description for your new checklist.
3. Enable auto-assignment by checking Employees with role to automatically assign the checklist to specific team members.
4. Select Careworker (or the relevant role) to ensure all care workers receive the checklist automatically.
5. Review and configure read and write permissions — these default to Manager level for immediate compliance control.
6. Click Save to activate your new checklist.
7. Click Edit items and add a new checklist item by clicking the Title field to name and describe it.
8. Set deadlines for when each checklist item must be completed.
9. Configure alerts to send reminders as deadlines approach.
10. Enable reviews to define if and when an item should be repeated — PASS tracks all of this automatically.
11. Use Edit items to reuse existing items across multiple checklists to save time.
12. Navigate to the Employees tab and click an employee profile (e.g. David) to confirm the checklist has been automatically assigned.
13. 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.
14. Mark the item as complete to finalise the checklist entry for that employee.