Create an involved parties record

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Capture information about people associated with the ER case. Involved parties can be the complainant, subject of the allegation, a witness, or other (undefined).

    Vorbereitungen

    Role required: sn_hr_er.case_writer

    Prozedur

    1. Wahlweise: Navigate to the Involved Parties tab in Core UI.
      1. Navigate to All > Employee Relations > Cases.
      2. Select an ER case.
      3. Scroll down to the related list and select the Involved Parties tab.
      4. Select New.
    2. Wahlweise: Navigate to the Involved Parties tab in Agent Workspace for HR Case Management.
      1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
      2. Select the Lists icon (Lists icon).
      3. In the ER category, select an ER case.
      4. Select the Involved Parties tab.
      5. Select New.
    3. Fill in the form.
      Tabelle : 1. Involved Party form
      Field Description
      HR case The HR employee relations case number from the case you selected.
      Type The type of involved party. Select:
      • Complainant (the person or group that makes a complaint).
      • Subject of allegation
      • Witness
      • Other
      Not in system Option for indicating the involved party is not an employee of your company.
      Hinweis:
      When you check this box, the Name field replaces the User field.
      User The person who is the involved party.

      Only appears when you don't check the Not in system box.
      Name The name of the involved party.

      Only appears when you check the Not in system box.
    4. Click Submit or Save.
      • If you select Save, the Interviews and Corrective Actions tabs appear. For more information, see Schedule an interview in Employee Relations using the legacy UI.
      • Use the Corrective Actions tab to create and associate a corrective action record with an involved party.
      • If an allegation record is created, the Subject of Allegation is auto-populated from the Involved Parties record of type Subject of Allegation, provided that only one subject of allegation exists.