Using checklists in HR Service Delivery Agent Workspace

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.

HR Agent Workspace - Checklist

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