Create an HR case from Universal Request

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

    • Restore service to a customer as soon as possible. After creating the HR case, you can investigate potential solutions.

    Vorbereitungen

    • Role required: routing_agent and sn_hr_core.case_writer

    • Activate the Universal Request (com.snc.universal_request) and Human Resources Scoped App: Core (com.sn_hr_core) plugins.

    Prozedur

    1. Navigate to Universal Requests > All.
    2. Open the universal request record from which you want to create an HR case.
    3. Click Create HR case.
    4. Fill in the fields on the HR case form.
      Hinweis:
      The Employee Information field values are automatically copied from the universal request to the HR case.
      Tabelle : 1. HR case form
      Field Description
      COE The Center of Excellence
      HR service The HR service type
      Opened for The person the ticket is opened for
      Subject person The subject person
      Work notes Other notes if any
    5. Click Submit.
      The universal request number from which the HR case is created appears in theUniversal Request field on the HR case form. The HR case number appears in the Primary Ticket field on the universal request form and also under the Associated Tickets related list.