When the configuration for an HR service or HR task template has checklists, they automatically appear. Having a checklist for an HR service or HR task template ensures consistency when resolving issues. For information on configuring checklists, see Configure an HR service and Configure an HR task template.

Creating a checklist directly into an HR case

To create a one-time checklist directly into an HR case, create the case in HR Service Delivery Agent Workspace.

• Go to the platform HR Case Management and open the case you created.
• Scroll down and select the down arrow and select Create New.
• Enter instructions.

Creating a checklist directly into an HR Task

Create an HR task with Checklist for the HR Task Type. See .

Go to the legacy HR Case Management and open the task you created.

From the Fulfillment Instructions tab, create your checklist.