---
sourceDocument: Yokohama Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/employee-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Create a task for a case using HR Service Delivery Agent Workspace

# Create a task for a case using HR Service Delivery
Agent Workspace {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read

You can add a checklist for an HR task. Use the checklist as a step-by-step guide to
ensure a consistent and efficient process.

## Before you begin

Role required: sn_hr_core.case_writer

## About this task

When assigning a task to an employee, you can request how the employee acknowledges
completion of the task. The tasks appear on the Employee Center for
the employee.

## Procedure

1. Navigate to AllHR Case ManagementHR Agent Workspace and select a case you want to add a task to.
2. From the Child tabs above the Case details section, select the HR Tasks tab.  
3. Select New.  
4. Select an HR task type.  
   The different task types you can select are:{#agent-ws-hr-task__table_c1w_mw2_kjb__entry__2}

   | Task type | Description |
   |-|-|
   | HR Service: | An HR service fulfills the HR task. In the HR Service field, select an HR service. Note: Bulk Parent Case only appears as a selection when creating a parent case for child bulk cases. Refer to [Create a bulk case request](https://www.servicenow.com/docs/BuQbMzXYLGUzcOSu7UEolw "Use bulk case request to create the same type of HR case, for multiple employees, without having to create the same case multiple times."). |
   | Submit Catalog Item: | A catalog item fulfills the HR task. In the Catalog Item field, select a catalog item. |
   | Submit Order Guide: | An order guide fulfills the HR task. In the Order Guide field, select an order guide. |
   | Collect Employee Input: | Collects information from employees. In the Employee form field, select the employee form that the user fills out or verifies. Note: Employee forms are questionnaires built using the survey designer to collect information from employees. See [Collect employee input](https://www.servicenow.com/docs/dIrX5onvMV5QY0uJYS8nig "Collect employee input without creating additional case records or adding new fields to existing tables with employee forms.") for more information. |
   | Checklist: | In the Checklist Items field, provide the checklist items. Checklists are instructions or steps on how to complete the task. Note: For more information, see [Using checklists in HR Service Delivery Agent Workspace](https://www.servicenow.com/docs/hMffxQPYK61Ce0jbFC5npg "Creating and using checklists on an HR case or task helps you resolve issues faster, more efficiently, and with fewer errors."). |
   | Credential: | Indicates that you want the user to acknowledge reading a document by logging in with their login credentials. The Acknowledgment text and Acknowledgment document fields appear. Using these fields shows a check box and text above the login credentials. In the Acknowledgment document field, select a document you want the user to read. Note: This option is only available for existing customers that have not yet migrated to e-signature. For more information, see [Migrate existing HR task templates and open HR tasks to e-signature](https://www.servicenow.com/docs/ifuBT311oY2Oqob4TKxXhg "Migrate existing HR task templates and open HR tasks to the new HR task type for e-signature with the Migrate HR e-signature tasks scheduled job. The scheduled job automatically updates the HR task type and e-signature template based on your existing configurations. It also disables the old HR task types for credential, e-signature, and sign document."). |
   | E-signature: | User electronically signs a document. In the E-signature template field, select the e-signature template to use. Note: * E-signature is a scoped application that enables you to sign managed documents, knowledge articles, or HR document templates. You can type or draw your signature, credentials, or acknowledgment. For more information, see [HR e-signature](https://www.servicenow.com/docs/pte8R3L9M8_3S7vXBrJYtw "Sign electronic documents from any desktop or mobile device with e-signature. E-signature is a scoped application that enables users to sign managed documents, knowledge articles, or HR document templates with their typed or drawn e-signature, their credentials, or as an acknowledgment."). * If HR document template has a document type of e-signature template, select the HR document template that the signatory signs on the HR case form. For more information, see [Select an HR document template for an e-signature task](https://www.servicenow.com/docs/0LF1hNFsz6rcCthITm2lCA "If the document type of the e-signature template you are using is an HR document template, then you must select the HR document template that the signatory will sign on the HR case form."). {#agent-ws-hr-task__ul_u32_p3z_jjb} |
   | Mark When Complete: | Notify the user a Completed button appears on the HR Service Portal. Use the Short description to provide details about this task. Note: Mark When Complete changes the state of the task to Closed Complete. |
   | Sign Document: | Requests the user to sign a document. An example is sending an education agreement for signature on a tuition reimbursement. The Acknowledgment text field appears. Using this field shows a check box and text above the signature. Note: * This option is only available for existing customers that have not yet migrated to e-signature. For more information see [Migrate existing HR task templates and open HR tasks to e-signature](https://www.servicenow.com/docs/ifuBT311oY2Oqob4TKxXhg "Migrate existing HR task templates and open HR tasks to the new HR task type for e-signature with the Migrate HR e-signature tasks scheduled job. The scheduled job automatically updates the HR task type and e-signature template based on your existing configurations. It also disables the old HR task types for credential, e-signature, and sign document."). * After the user signs the document, the document generates with the signature and attaches to the task. The task closes and the document is attached to the case. {#agent-ws-hr-task__ul_p5n_kkz_jjb} |
   | Take Survey: | In the Survey field, select a survey that the user is assigned to take. |
   | Upload Documents: | Requests the person assigned to the task to upload documents. Examples are receipts, course registration, or transcripts for tuition reimbursement. Use the Short description field to provide instructions. Note: The task must be in Ready or Work in Progress. |
   | URL: | The URL field appears. Enter a URL link that the user acknowledges when accessed. |
   | View Video: | The URL field appears. Requests the person assigned to the task to view a video. |
   [Table 1. HR task types]

   {#agent-ws-hr-task__table_c1w_mw2_kjb}  
   Note:  
   For information on all the fields, see [Adding an HR task to an HR case](https://www.servicenow.com/docs/z3QpDns5jUJWZ9oCJc7F8g "You can add, view, or work on HR tasks assigned to HR cases.").
5. Select Save.  
   You can also add a task by selecting Add Task from the ![More icon]() from Details.

*[\>]: and then