Generate a fulfillment plan

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

    • Auto-generate a fulfillment/execution plan for a case, helping in faster resolution of the HR case.

    Before you begin

    Role required: sn_hr_core.case_writer, now_assist_panel_user

    You can generate a case fulfillment plan from either Core UI or Agent Workspace for HR Case Management.

    Procedure

    1. Navigate to Workspaces > HR Agent Workspace.

      Alternatively, you can navigate to All > HR Case Management > All HR Cases.

    2. Open an HR case that is assigned to you.
    3. Select Generate plan.
      Note:
      This option appears only for the HR service of Fulfillment type: Manual. It does not appear for the Employee Relations and Life Cycle Events cases.
      The AI agent creates a fulfillment plan for a given HR case by fetching HR case details, relevant KB articles, and fulfillment instructions.
    4. Choose one of the following options:
      • Type Approve to publish the AI-generated fulfillment plan to the work notes of the case.
      • Type Modify to add prompts for refining the AI-generated fulfillment plan.
      • Type Reject to discard the AI-generated fulfillment plan.
      Figure 1. Example of AI-generated fulfillment plan on Core UI
      Fulfillment plan for an HR case on Core UI
      Figure 2. Example of AI-generated fulfillment plan on Agent Workspace for HR Case ManagementFulfillment plan for an HR case on Agent Workspace for HR Case Management