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How Do I Add an Employee Check Sheet?


An Employee Check Sheet is a document used to record details relating to an employee’s safety practices, task performance, and overall conduct. Examples of Employee Check Sheets include Safety Check Sheet, Task Check Sheet and Performance Check Sheet.

When creating a new Employee Check Sheet, the system requires basic details such as the type of check sheet, date, location, and project. Once this information has been entered, assigned users can complete the forms associated with the relevant Check Sheet Type.

Employee Check Sheets may be assigned by administrators or self-assigned by employees. Employees can access and complete existing Check Sheets via their portal. Completed forms can be reviewed and signed off by administrators.


This article includes step-by-step instructions on how to add an Employee Check Sheet.


  1. On the left column, click Emp. Check Sheets.
  2. Click +New Employee Check Sheet.
  3. Select the Type from the dropdown options. This option adds more detail to the Employee Check Sheet and includes Check Sheet Forms to be completed by the assigned user.
  4. Select the Assigned User from the dropdown options - this is the employee responsible for completing the Employee Check Sheet Form.
  5. Select the Project and Location from the dropdown options.
  6. Enter the Due Date - this is the date the Check Sheet is required to be completed.
  7. Add an accurate Location by clicking a location on the map.
  8. Click Save & Submit.


This is required before you can add an Employee Check Sheet:

  1. Set up Employees
  2. Set up Projects
  3. Create the Employee Check Sheet Type
  4. Set up Locations
  5. Set up Notifications


A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. employee and type.


A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. project and location.


Other Options:

Under the dropdown options, you will see an option to add more, by clicking the ‘Here’ button highlighted. This will take you to the section you wish to add more of, i.e. if you want to add more projects and locations to the system - be cautious that when you click this button, the details you have entered will be deleted.

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