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 checklist directly into an HR case, select Checklists.

1. Click Add item.
   1. In Checkbox text, add instructions.
   2. Select Add link to add link text and link.
   3. Select Apply and Save.
2. To rename a checklist item, select Edit. Make the required changes and select Save.
3. To reorder a checklist item, select Edit.
   1. Select Reorder item .
   2. Drag and place the item at the required position.
   3. Select Save.
4. To delete a checklist item, select Remove item .

Creating a checklist directly into an HR Task

Create an HR task with Checklist for the HR Task Type. See Create a task for a case using HR Service Delivery Agent Workspace.

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

From the Fulfillment Instructions tab, create your checklist.