Use Employee Groups and Checklists to run a consistent personnel security workflow in SecureSlate.

In SecureSlate:

Groups define who employees are (department, role, access level).
Checklists define what they must complete (policies and security tasks).
Checklists are assigned to groups, and groups are assigned to employees.

1. Configure Employee Groups

Create Employee Groups based on your operating model, for example:

Groups help you apply the correct onboarding and offboarding requirements to the right people.

2. Create and Customize Checklists

Create one or more checklists for personnel compliance.

Typical checklist items include:

You can use the same checklist across multiple groups or create dedicated checklists per group.

Checklist setup modal

After a checklist is created, assign it to the relevant Employee Group.

This ensures all employees in that group receive the same required tasks and acknowledgments.

Assignment model: Checklist -> Group -> Employee

Assign checklist to employee group

During onboarding, add each employee to the correct group.

If an employee changes role or access level later, update their group assignment so the right checklist remains enforced.

Assign role and group to employee

In the Employee Onboarding workflow, employees complete all required checklist items, including:

Completion status is tracked for compliance and audit evidence.

Use offboarding checklist items to ensure secure exits, such as: