Create or modify an HR task template to automatically populate fields on the HR task form when that task is generated. You can configure an HR task template for an HR service or lifecycle event activity.

1. Choose one of the following:

   Option	Description
   HR service activity	Navigate to HR Administration > HR Services > HR Service Configuration, and open the HR service. Note: Make sure Fulfillment type is set to Service Activity. In the Service Activities list at the bottom of the HR service form, open the service activity. Note: Make sure Activity type is set to Task. In the Child task template field, click the Lookup icon.
   (Enterprise Onboarding and Transitions only) Lifecycle event activity	Navigate to Lifecycle Events > Administration > Activities, and open the lifecycle event activity. Note: Make sure Activity type is set to Employee or Fulfiller. For fulfiller types, make sure Fulfiller activity is set to HR Task. In the HR task template field, click the Lookup icon.

2. Click New or open a record.
3. Fill in the fields on the form, as appropriate.

   Table 1. HR Task Template form

   Field	Description
   Name	Name of the HR task template.
   Active	Option to activate the HR task template for use.
   Owning group	Group that is responsible for the HR task template.
   Short Description	Short description that appears on the HR task form when the task is generated.
   Optional	Option to make the HR task optional.
   HR task type	Type of the HR task. Select one of the following:
   	HR Service	An HR service fulfills the HR task. In the HR Service field, select an HR service.
   	Submit Catalog Item	A catalog item fulfills the HR task. In the Catalog Item field, select a catalog item.
   	Submit Order Guide	An order guide fulfills the HR task. In the Order Guide field, select an order guide.
   	Collect employee input	Collects information from employees. In the Employee form field, select the employee form that the user will fill out or verify. Note: Employee forms are questionnaires built using the survey designer to collect information from employees. See Collect employee input for more information.
   	Checklist	In the Checklist Items field, provide the checklist items.
   	E-signature	User electronically signs a document. In the E-signature template field, select the e-signature template to use. Note: E-signature is a scoped application that enables users to sign managed documents, knowledge articles, or HR document templates with their typed or drawn signature, credentials, or as an acknowledgment. See HR e-signature for more information. If HR document template is the document type of the e-signature template, you must select the HR document template that the signatory will sign on the HR case form. See Select an HR document template for an e-signature task for more information.
   	Credential	Prompts the user to login with their credentials to acknowledge conditions and terms related to their signature. To add text that explains what their login credentials mean, add the Acknowledgment text field. To add a document, add the Acknowledgment document field. Note: This option is only available for existing customers that have not yet migrated to e-signature. See Migrate existing HR task templates and open HR tasks to e-signature for more information.
   	E-Signature	Prompts the user to sign a document. To add text that explains what their signature means, add the Acknowledgment text field. To add a document, add the Acknowledgment document field. Note: This option is only available for existing customers that have not yet migrated to e-signature. See Migrate existing HR task templates and open HR tasks to e-signature for more information.
   	Mark When Complete	Notify the user a Completed button appears on the HR Service Portal. Use the Short description field to provide details about this task. Note: Mark When Complete changes the state of the task to Closed Complete.
   	Sign Document	Requests the subject person to edit or sign a document. An example is sending an education agreement to be signed for tuition reimbursement. Note: This option is only available for existing customers that have not yet migrated to e-signature. See Migrate existing HR task templates and open HR tasks to e-signature for more information. Note: The document must be included in the HR case template in the PDF Template field. See Configure an HR case template for an HR service. To add text that explains what their signature means, add the Acknowledgment text field. To add a document, add the Acknowledgment document field. Note: Acknowledgment text entered on the HR document template overrides text written here. See Configure an HR document template (HTML) or Configure an HR PDF document template.
   	Take Survey	In the Survey field, select a survey that the user is assigned to take.
   	Upload Documents	Requests the person assigned to the task to upload documents. Examples are receipts, course registration, or transcripts for tuition reimbursement. Use the Short description field to provide instructions. Note: The task must be in Ready or Work in Progress.
   	URL	In the URL field, provide a URL that the user acknowledges when accessed.
   	View Video	In the URL field, provide a video URL that the user is requested to view.
   Assignment type	Assignment of the HR task when the task is generated. You can assign the HR task to the employee or fulfiller. Select one of the following:
   	Employee	Select one of the following: Parent case subject person: Assign the task to the subject person of the parent case. Parent case opened for: Assign the task to the opened for person on the parent case. User from case: Assign the task to a user from the case. Named user: Assign the task to a specific user.
   	Fulfiller	Select one of the following: Parent case assigned to: Assign the task to the person the parent case is assigned to. Named user: Assign the task to a specific user User from case: Assign the task to a user from the case. Skills/Assignment group: Select the skills and group you want assigned to the task.
   Due date	Due date of the HR task. Select one of the following: Based on task assignment date Based on parent case table
   State	State of the HR task when the task is generated. Select one of the following: Draft Ready Work in Progress Closed Complete Closed Incomplete Cancelled Skipped
   Task support team	Task support team for the HR task. Select one of the following:
   	None	No task support team.
   	Users and groups	Select users from the parent case or HR groups as the task support team for the HR task.
   	Queue	Select a chat queue as the task support team for the HR task.
   Add field	Fields to automatically populate on the HR task form when the task is generated. Select one or more fields from the Add field list and provide the desired values.

4. Click Submit or Update.