Create a task for a case using HR Service Delivery Agent Workspace

  • Release version: Yokohama
  • Updated January 30, 2025
  • 3 minutes to read

    • You can add a checklist for an HR task. Use the checklist as a step-by-step guide to ensure a consistent and efficient process.

    Before you begin

    Role required: sn_hr_core.case_writer

    About this task

    When assigning a task to an employee, you can request how the employee acknowledges completion of the task. The tasks appear on the Employee Center for the employee.

    Procedure

    1. Navigate to All > HR Case Management > HR Agent Workspace and select a case you want to add a task to.
    2. From the Child tabs above the Case details section, select the HR Tasks tab.
      HR Agent Workspace - HR Tasks tab
    3. Select New.
      HR Agent Workspace - Task tab New button
    4. Select an HR task type.
      HR Agent Workspace - Task type
      The different task types you can select are:
      Table 1. HR task types
      Task type Description
      HR Service: An HR service fulfills the HR task. In the HR Service field, select an HR service.
      Note:
      Bulk Parent Case only appears as a selection when creating a parent case for child bulk cases. Refer to Create a bulk case request.
      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 fills out or verifies.
      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. Checklists are instructions or steps on how to complete the task.
      Note:
      For more information, see Using checklists in HR Service Delivery Agent Workspace.
      Credential: Indicates that you want the user to acknowledge reading a document by logging in with their login credentials. The Acknowledgment text and Acknowledgment document fields appear. Using these fields shows a check box and text above the login credentials. In the Acknowledgment document field, select a document you want the user to read.
      Note:
      This option is only available for existing customers that have not yet migrated to e-signature. For more information, see Migrate existing HR task templates and open HR tasks to e-signature.
      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 you to sign managed documents, knowledge articles, or HR document templates. You can type or draw your signature, credentials, or acknowledgment. For more information, see HR e-signature.
      • If HR document template has a document type of e-signature template, select the HR document template that the signatory signs on the HR case form. For more information, see Select an HR document template for an e-signature task.
      Mark When Complete: Notify the user a Completed button appears on the HR Service Portal. Use the Short description to provide details about this task.
      Note:
      Mark When Complete changes the state of the task to Closed Complete.
      Sign Document: Requests the user to sign a document. An example is sending an education agreement for signature on a tuition reimbursement. The Acknowledgment text field appears. Using this field shows a check box and text above the signature.
      Note:
      • This option is only available for existing customers that have not yet migrated to e-signature. For more information see Migrate existing HR task templates and open HR tasks to e-signature.
      • After the user signs the document, the document generates with the signature and attaches to the task. The task closes and the document is attached to the case.
      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: The URL field appears. Enter a URL link that the user acknowledges when accessed.
      View Video: The URL field appears. Requests the person assigned to the task to view a video.
      Note:
      For information on all the fields, see Adding an HR task to an HR case.
    5. Select Save.
      You can also add a task by selecting Add Task from the More icon from Details.