How can I integrate the People to Cover quick action as a task in a checklist?

The People to Cover quick action can be integrated as a task within a master checklist, which enables users to complete enrollment as part of the assigned checklist tasks.

For example, you can embed the quick action as a task within newhire checklist, so that the employee can navigate directly to the benefits enrollment area from the checklist tasks. You can use the Checklist Templates task in the Setup and Maintenance work area to embed the quick action as a task.

After you embed the quick action task in the checklist template, participants can use these steps to navigate to the enrollment flow using the checklist tasks:

1. Click Me, Checklist Tasks on the Home page.

2. Click Current Tasks.

3. Select the name of the task that you embedded in the checklist.

4. Click Go to Task in the page that appears.

5. Click Continue to navigate to the enrollment flow.