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.

You must have at least one of these local college managed security roles:

  • ZC HR Employee Maintenance
  • ZC HR Position Management
  • ZD HR Employee Maintenance VW
  • ZD HR Inquiry
  • ZZ HR Employee Maintenance
  • ZZ HR Local Configuration
  • ZZ HR Position Management

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

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:   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.
  4. The Person Checklist page displays.
  5. The current date defaults in the Checklist Date field.
  6. Select the Checklist lookup icon (magnifying glass image).
  7. The Look Up Checklist pagelet displays.
  8. Select the appropriate checklist.
  9. The Personal Checklist Items will display.
  10. Select the [+] button to add new items to the list.  Select the [-] button to delete items from this list.
  11. Select the Save button.

End of procedure


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