Checklists in HR cases

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.

Refer to Configure an HR service on adding a checklist automatically to an HR case.