Guidelines for Loading Allocated Checklists

An allocated checklist is a specific instance of a checklist template that's assigned to one or more workers. The checklist contains tasks that workers must perform.

Rules for Allocated Checklists

These rules apply when you load allocated checklists using HCM Data Loader:

• Both the checklist template and the worker to whom the checklist is allocated must exist in the target environment.

• Workflow notifications aren't triggered for the checklist tasks.

• The allocation happens immediately, regardless of any allocation date specified in the .dat file.

• If the AllowAutoAllocation attribute is set as Y (default value), then eligibility is evaluated at checklist and task level.
• When a task is added or any other updates are made to allocated checklists and tasks, then eligibility is not evaluated.