---
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


---

# Checklists in HR cases

# Checklists in HR cases {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

A feature of HR services is the ability to automatically add a checklist to an HR case. A checklist can serve as a reminder to the HR agent to ensure that the procedure is followed.  
1. An employee submits a direct deposit request through the HR Service Portal. An HR case is created with the request.
2. A checklist appears on the HR case. Checklists can be added directly into the case or can be automatically added to a case from the associated HR service. For example, the checklist items are:
   * Verify that the employee has attached the correct direct deposit form.
   * Validate the direct deposit case information.
   * Send information to the payroll department, put case in progress.
   * Approve and close case when payroll completes setup.
   {#c_ChecklistsInHRCasesAndTasks__ul_vkt_cwm_vs}
{#c_ChecklistsInHRCasesAndTasks__ol_iyn_x4m_vs}

Refer to [Configure an HR service](https://www.servicenow.com/docs/zQBgtFEeiyPYjt39BAZ0zA "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.") on adding a
checklist automatically to an HR case.