Using checklists in Agent Workspace for HR Case Management

Creating and using checklists on an HR case or task helps you resolve issues faster, more efficiently, and with fewer errors.

The Checklists appears as a tab in the contextual side panel.

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. Select 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.

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

  From the Fulfillment Instructions tab, create your checklist.

Note: These types of checklists are a one-time use and only appears for the specific case or task.