Checklists in HR cases

---
title: Checklists in HR cases
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/hr-service-delivery/c\_ChecklistsInHRCasesAndTasks.html
release: australia
product: HR Service Delivery
classification: hr-service-delivery
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Work an HR case, Use, Case and Knowledge Management, HR Service Delivery, Employee Service Management]
---

# 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/configure-hr-service.md) on adding a checklist automatically to an HR case.

**Parent Topic:**[Work an HR case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/t_CreateAnHRCase.md)