CSM 10.4 Documentation

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Configure HR Work Units

You can configure several HR Work Units that are provided by default in Cherwell HR Service Management.

Work Unit ID Name WU Category Description
42 Provide Email Account Request Service Provide an email account
45 Deliver Equipment Perform a Task Deliver the equipment to the customer
46 Create AD account Perform a Task Create an AD account for the specified user
61 Review documentation for completeness General Task Review documentation for completeness. If incomplete create an ad-hoc task for customer to provide additional information
62 Update Workday General Task Update Workday
63 Manager Authorization Authorization Manager Authorization
64 Update information as needed General Task Update information as needed
65 Review Access Request form General Task Review Access Request form
66 View Access Compliance (role/title) General Task View Access Compliance (role/title)
67 Complete access General Task Complete access
68 Provide Eligibility Notice General Task Provide Eligibility Notice
69 Complete and return Certification form (if required) General Task Complete and return Certification form (if required)
70 Provide designation notice to employee General Task Provide designation notice to employee
71 Transmit Verification General Task Transmit Verification depending on the method in the verification request
72 Complete Verification form General Task Complete Verification form
73 Complete Reimbursement General Task Complete Reimbursement
74 Execute Direct Deposit General Task Execute Direct Deposit
78 New Hire Activities Checklist Complete the New Hire activities in the checklist.
79 Complete Training Complete Training Complete Training
80 Welcome Letter General Task Welcome Letter
81 Set up Payroll General Task Set up Payroll
82 Set up Benefits General Task Set up Benefits
83 Payroll Activities General Task Last check and discontinuation in system
84 Benefit Activities General Task Benefit Activities
85 Remove access to HR System General Task Remove access to HR System
86 Paperwork Activities General Task Cobra Severance info
87 Review Application Access Perform a Task Review Application Access and remove if necessary.
89 Request for Documentation/Proof HR Work Request for Documentation/Proof
90 Review Documentation and confirm valid change event HR Work Review Documentation and confirm valid change event
91 Make requested changes in HRIS HR Work Make requested changes in HRIS
92 Make changes as needed in provider systems HR Work Make changes as needed in provider systems
94 Complete the following form: W4 Provide Document
  • Follow the link and instructions below
  • Employee Withholding Allowance Certificate - W4
  • Click on the link below and save the rendered document
  • Save the form and edit with your information
  • Attach the form to this task when complete
  • Mark the Task as Complete when you are comfortable
95 Complete the following form: I9 Provide Document
  • Employment Eligibility Verification - I9
  • Use the link below for an overview of the I9 purpose and additional information
  • Navigate to the "Form I-9 (PDF, 551KB)" link
  • Save the form and edit with your information
  • Attach the form to this task when complete
96 Complete the following form: SF-256 Provide Document
  • Voluntary Self-Identification of Disability - SF-256
  • Use the link below
  • Save the form and edit with your information
  • Attach the form to this task when complete
  • Mark the Task as Complete when you are finished with this activity
  • Note: completion of this form is voluntary
97 Complete the following form: SF-85 Provide Document
  • Background Investigation Questionnaire - SF-85
  • Use the link below and save the rendered document
  • Save the form and edit with your information
  • Attach the form to this task when complete
  • Mark the Task as Complete when you are finished with this activity
98 Initiate Retirement Process in HRIS General Task Initiate Retirement Process in HRIS
99 Contact Requestor HR Work Verify information and determine if additional actions are needed
100 Badge Access Updates Perform access updates on employee badge
101 Create employee badge Configure facilities access
102 Review equipment needs Perform a Task Review equipment needs
104 SAP Access Perform a Task Provide access to SAP
105 SAP Security Setup Perform a Task Configure SAP Security
106 SalesForce Security Setup Perform a Task Configure SalesForce Security
107 SalesForce Access Perform a Task Provide Access to SalesForce

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