Use recommended actions

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Provides real‑time, actionable guidance, and relevant resources that help HR agents speed up case resolution.

    Antes de Iniciar

    Role required: sn_hr_core.admin or sn_hr_core.case_writer

    Por Que e Quando Desempenhar Esta Tarefa

    Nota:
    If there are any existing guided decisions, add those decisions within the HR case context in Recommended Actions for HRSD.

    Procedimento

    1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
    2. Select the Lists icon (Lists icon).
    3. Select an HR case.
    4. In Contextual Side Panel, select the Recommendations icon ( Recommendations icon).
    5. Review similar cases, relevant KB articles, and suggested actions in the context of the current case.
      OptionDescription
      Similar cases Use the View case option to review the full details of the case.
      KB search Use the following options as needed: Attach and add link in comment, Read article, Attach and add link in email, Add link in worknote, and Copy link.
      Suggested actions Use the Create an HR approval option to add an approval to the case as needed.