Configuration is delivered by Citation HR Software's Implementations team who work in partnership with businesses to identify their HR and Safety needs and scope out their requirements and instructions prior to building and customising their Citation HR Software account. Before commencing the configuration process, businesses need to consider a range of factors as set out in the following article: What factors should be considered when seeking Citation HR Software configuration?
Citation HR Software offers a number of HR and Safety checklists in each module designed to assist you in managing and actioning the relevant process from start to finish. Whilst we do have a very comprehensive list, our checklists may not entirely capture the uniqueness and complexity of the processes each organisation undertakes. Businesses will therefore seek to configure their checklists in order to strategically align the processes set out in Citation HR Software with their own unique business processes and procedures.
If you have one of our generic checklists that you would like to customise, please let Client Support know and we will be able to provide you with a checklist build specification which is a document designed to record your instructions for altering the checklist.
Checklist Options & Tasks
Non-ESS Tasks
Below is a list of the range of non-eSS actions that can be configured into steps of any checklist:
| Task | What does this mean? |
| Assign Competencies | Button presented to Citation HR Software user that takes them to the Training and Qualifications tab for the worker |
| Checkbox (with view record) | Button presented to Citation HR Software user to complete a step without deeper interaction but with a second option that instead loads the related worker record |
| Complete the Checklist | Complete and archive a checklist for a record |
| Create a Document using QA | Create a document for a record from a Question and Answer (QA) Template |
| Create a Task | Create and assign a task to a named Citation HR Software user |
| Date Picker | Selection of a Date |
| Drop Down List | Selection of a set of options relevant as answers to a question posed by the step |
| Launch a New Checklist | Launches a new checklist with or without completing and archiving the current checklist |
| Make a Note | Write a note to the relevant record |
| Request Approval | An approval workflow for up to 5 levels of approver |
| Select a Document to Attach | Select a document to attach to the workflow |
| Select a Record | Select a record relevant to the workflow (as a reference) |
| Send an Email | Present an email to be sent to a nominated email address or to the records listed email address |
| Upload a Document to a Folder |
Upload a document via a checklist step Document is added to an account |
eSS Related
Below is a list of the range of eSS actions that can be configured into steps of any checklist:
| Task | What does this mean? |
| Acknowledge Receipt of Information | Send an acknowledgement request to a worker via eSS |
| Create a Task | Create and assign a task to a named Citation HR Software user or eSS User |
| Upload a Document | Used to upload a document relevant to a step |
| Upload a Document and Send eSS Notification Straight After | Allows for upload of a document via a checklist step and sending that document to a worker via eSS |
| Upload a Document to a Folder |
Upload a document via a checklist step or via eSS Document is added to an account |
Alternatively, if you have an internal process that is not covered by any of our checklists, please contact us as we will be able to assist you in converting that process into a format that we can understand and build into the system.
If you would like to learn more about how Citation HR Software can be configured to meet your requirements, please contact Citation HR's Client Support Team.
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