Checklist Table in Oracle Fusion HCM

Oracle Fusion HCM provides a comprehensive and flexible checklist feature that allows organizations to create custom checklists for various business processes, such as onboarding, offboarding, performance reviews, etc. These checklists help streamline and monitor the progress of these processes.

1. Log in to Oracle Fusion HCM: Access your Oracle Fusion HCM instance using your login credentials.
2. Navigate to the Checklist Setup: Depending on the specific checklist you want to create, you might find the checklist setup under different modules. Common modules include “Workforce Structures,” “Workforce Administration,” “Talent Management,” or “Profile Management.”
3. Create a Checklist: In the Checklist Setup, you should have an option to create a new checklist. Click on “Create” or “Add Checklist.”
4. Define Checklist Details: Provide a meaningful name and description for the checklist. This will help users identify the purpose of the checklist.
5. Configure Checklist Items: Add items to the checklist that represent tasks or milestones to be completed. Each item should have a title, description, and optionally, you can define due dates, assignees, or any other relevant attributes.
6. Set Item Status: Decide whether the item’s status should be marked as “Completed,” “In Progress,” or other custom statuses to indicate its progress.
7. Define Checklist Rules : You can set up rules for the checklist that trigger actions based on specific conditions. For example, automatically advance the checklist to the next stage when all items are marked as completed.
8. Publish the Checklist: Once you’ve configured the checklist to your liking, publish it to make it available for use.
9. Assign the Checklist: Assign the checklist to the relevant individuals or groups who will be responsible for completing the items.
10. Monitor and Track Progress: Users can access the assigned checklists, mark items as completed, and track the progress of each item and the overall checklist.