Create a reminder in Agent Workspace for HR Case Management

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

    • You can create reminders from an HR case or task to receive an intimation which will allow you to follow up by a specific date. Reminders enable timely communication and make sure that the actions are taken.

    Vorbereitungen

    Role required: sn_hr_core.case_writer

    Prozedur

    1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
    2. Find the case you for which you want to add a reminder.
      For more information on finding an HR case, see Using Agent Workspace for HR Case Management.
    3. Select the More icon more icon.
    4. Select Set reminder.
    5. Fill in the fields.
      Tabelle : 1. Create New Reminder
      Field Description
      Short description Text that describes the reminder.
      Date time The date and time on which you want to receive the reminder.
      Task The task or case associated with the reminder. Automatically appears based on the case or task you have displayed when creating the reminder.
      User The name of the logged in user that created the reminder.
      Reminder Status of the reminder.
    6. Click Save.
      You can view your reminders from the HR case list, by scrolling down and selecting Reminders.
      Hinweis:
      • When alert is activated, a number appears inside the Notifications icon (Notifications icon) and the notifications message scrolls across the screen to remind you.
      • Reminder notifications appear only to the user who has set the reminders.