---
title: HR Checklists
slug: neurons-for-itsm/admin-user-help/enu/latest/hr-checklists
createdAt: 2026-07-14T19:16:51.942Z
---

The HR Manager role has the ability to create checklists for other HR roles to use. For example, onboarding checklist, or benefit elections.

**To create a checklist**

1. Select **More workspaces** > **HR Checklist** > **New HR Checklist**.
2. Enter up to 10 items into your checklist with or without due dates.

::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/dYLSdi25ZrfO-1xFX3jVI_checklist-with-content.png" alt="Enter up to 10 items in your checklist with or without due dates" position="flex-start" size="80" initialPath="../../Resources/Images/Nurons-HR-Images/Checklist-with-content.png" githubPath="Content/Resources/Images/Nurons-HR-Images/Checklist-with-content.png" showCaption="false" width="1282" height="618" darkWidth="1282" darkHeight="618" indent="1"}

3. Select **Label Only** if you don't want to show the **Done **or **Skipped **buttons when the checklist is being used as part of an HR Case.
4. If there is a due date for your item, enter the number of days in **Due in Days** and select the **Display Due Date** checkbox.

**To add a checklist to an HR Case**

1. Open an HR Case.
2. Select the **Checklist** tab.
3. Select **New HR Checklist Item**.

::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/9HNsfYN7UYJeLAla7xC1w_hr-new-checklist-item-2022-3.png" alt="To add an HR checklist to a case, select New HR Checklist Item." position="flex-start" size="80" initialPath="../../Resources/Images/Nurons-HR-Images/HR-New-Checklist-Item-2022-3.png" githubPath="Content/Resources/Images/Nurons-HR-Images/HR-New-Checklist-Item-2022-3.png" showCaption="false" width="590" height="318" darkWidth="590" darkHeight="318" indent="1"}

4. Select a checklist type from the **Checklist Name** drop-down list.

::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/dBtTSXJpO7yTdDZ2QV0bJ_hr-new-checklist-name-2022-3.png" alt="Select a checklist type from the Checklist Name drop-down list." position="flex-start" size="80" initialPath="../../Resources/Images/Nurons-HR-Images/HR-New-Checklist-Name-2022-3.png" githubPath="Content/Resources/Images/Nurons-HR-Images/HR-New-Checklist-Name-2022-3.png" showCaption="false" width="548" height="234" darkWidth="548" darkHeight="234" indent="1"}

5. Select **Save**.

**To use a checklist associated with an HR Case**

1. Open an HR Case.
2. Select the **Checklist** tab.
3. Select your chosen checklist and then select **Go to**.

::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/g_UXmpsQkd9Q8drKpj-5p_hr-new-checklist-use-2022-3.png" alt="Select your chosen checklist and then select Go to." position="flex-start" size="90" initialPath="../../Resources/Images/Nurons-HR-Images/HR-New-Checklist-Use-2022-3.png" githubPath="Content/Resources/Images/Nurons-HR-Images/HR-New-Checklist-Use-2022-3.png" showCaption="false" width="652" height="254" darkWidth="652" darkHeight="254" indent="1"}

4. Select **Done **or **Skipped **buttons for the tasks that have been addressed.
5. Scroll across to the far right to add any comments for tasks.
6. Select **Save**.