9.2 Creating a Checklist

Purpose: Use this document as a reference for creating a checklist using Workforce Administration in ctcLink.

Audience: Human Resources Specialist and Payroll  Specialist

Creating a Checklist

Use the Person Checklist to create checklists for processing employee hires and other administrative tasks.

Navigation:  NavBar > Workforce Administration > Personal Information > Organizational Relationship > Person Checklist:

  1. Enter the EMPLID and click the Search button.
  2. The current date defaults in the Checklist Date field.
  3. Click the Checklist lookup icon.

Note: Consult with the local HR Team for a complete list of checklists used in the organization.

Person Checklist page
  1. Select the appropriate checklist.
Look Up Checklist page
  1. The personal checklist items will display.

Click the [+] button to add new items to the list.

Click the [-] button to delete items from this list.

  1. Select Save.
Person Checklist Items page


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