Create a case in Agent Workspace for HR Case Management

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Create a new HR case in Agent Workspace for HR Case Management.

    Before you begin

    Role required: sn_hr_core.case_writer

    Procedure

    1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
    2. To create an HR case, select the Add icon (plus sign).
    3. In the search field, enter a name, partial name, or case number.

      Searching for an employee helps to verify that you are creating a case for the correct person.

      Note:
      • You can search for or create cases for inactive users in Agent Workspace for HR Case Management.
      • If your company uses Employee Relations, you can select the Skip verification link to create an ER case without identifying an Opened for person. For more information on Employee Relations, see Create an HR Service Delivery Employee Relations case using the legacy UI.
    4. Select Next.
    5. On the form, fill in the fields.
      For more information, see Create a new case form.
    6. Select Create case.
      If the case being created has the same subject person, HR service, and if the case is created within three days (configurable from HR Administration/Properties), a warning appears that a similar case might already exist. You can choose to Create new case or Cancel.
      Note:
      For information on the sn_hr_core.duplicate_hr_case_time_out property, see HR properties.