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