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.

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

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

Create a Checklist

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

  1. The Person Checklist search page displays.
  2. Enter the Empl ID.
  3. Select the Search button.
person checklist search page
  1. The Person Checklist page displays.
  2. The current date defaults in the Checklist Date field.
  3. Select the Checklist lookup icon.
Person Checklist page
  1. The Look Up Checklist pagelet displays.
  2. Select the appropriate checklist.
Look Up Checklist page
  1. The Personal Checklist Items will display.
  2. Select the [+] button to add new items to the list.
  3. Select the [-] button to delete items from this list.
  4. Select the Save button.
Person Checklist Items page
  1. The process to create a checklist is now complete.
  2. End of procedure.


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