---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/de-DE/employee-service-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Using checklists in HR Service Delivery Agent Workspace

# Using checklists in HR Service Delivery
Agent Workspace {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

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](https://www.servicenow.com/docs/achhqXR9G6bsraCC8si8yQ "Create or modify an HR service to define the request to fulfillment process for that case type. Examples of HR services include benefits enrollment, direct deposit setup, and background check requests by third-party providers.") and [Configure an HR task template](https://www.servicenow.com/docs/lxDtMItB3QhKNGXySo42Wg "Create or modify an HR task template to automatically populate fields on the HR task form when that task is generated. You can configure an HR task template for an HR service or lifecycle event activity.").

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.
    {#agent-ws-hr-checklists__ul_agm_4yr_hkb}

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