CSM 10.4 Documentation

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HR Checklists

HR Checklists is a new feature designed specifically for HR. HR organizations track many different action items and documents based on employee requests. Most HR organizations choose the lighter 'checklist' functionality over the OOTB Tasks. Checklists are associated with HR subcategories and track specific items required for each of these individual areas (example: FMLA requests).

Cherwell HR Case Management has several different example checklists.


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