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Power Platform Community / Forums / Copilot Studio / New Employee Checklist
Copilot Studio
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New Employee Checklist

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Posted on by UE-31121502-0

Hi, 

I previously reached out to the Microsoft Community and was redirected to Power Platform regarding my query. I’ve created a new employee checklist to track when employees complete their orientation.

Is there a way to create or upload a second instance of the checklist for another employee, especially as new staff join? I have attached a screenshot of the Onboarding Checklist.

Any guidance on how to create and manage multiple checklists for  different new employees would be greatly appreciated. Thank you!

Screenshot 2024-12-31 101431.png
Categories:
Topic creation & management
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  • Suggested answer
    Artur Stepniak Profile Picture
    Artur Stepniak 1,539 Moderator on at
    Hello,
     
    the best way to make it efficient would be to use only one list for all employees. You could add a column with employee name or id to distinguish the tasks that they need to perform. You can also automate it further - when a new employee is added to the tenant, then you can run Power Automate flow to create all the necessary tasks.
    If you still would like to create a separate list for each employee, you can use an option "Create from existing list" during creation.
     
    In case of any other questions, let me know. If the answer helped you, mark it, so that others can benefit from it.
     
    Best regards,
     
    Artur Stepniak
    Interested in GenAI? Visit my site!

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