The Allocated Checklists functionality automatically generates checklists based on HR actions and eligibility profiles and assigns them to a person or assignment. A typical checklist is a New Hire checklist.
The allocated checklists contain tasks associated with a particular life event. For example, for a new employee, the New Hire checklist would contain tasks associated with the New Hire life event.
If you use the Allocated Checklists function as a Manager, you can view checklists allocated to your direct reports. As an HR Professional user, you can view checklists allocated to the workers within your security profile.
For more information on Checklists in general, see: Checklists Overview.
You create and maintain checklists and tasks using an HRMS Manager responsibility.
See: Setting Up Checklists.
When you display an allocated checklist for a worker, you can either perform the associated task actions yourself or reassign the task. When you have processed a task, you can change the task status as appropriate (for example, Completed, Rejected, Outstanding, Suspended).
Note: If you reassign the task, the new performer receives a notification and can update the task status by updating the notification.
From the Allocated Checklists interface, you can delete a checklist for a worker or modify the checklist by adding and deleting tasks and changing task attributes.
Note: You cannot delete a mandatory task from a checklist; however, if necessary, you can change the Mandatory attribute to No and then delete the task. Checklists and tasks remain accessible from the Allocated Checklists interface until you explicitly delete them.
If required, you can also add checklists from the Allocated Checklists interface; however, by selecting a person or assignment and then creating a checklist, you have already implicitly allocated the checklist, and automatic allocation using a life event is not necessary.