Using HR Service Delivery Employee Relations

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

    • Creating an HR Service Delivery Employee Relations (ER) case is similar to creating any HR case with some differences.

    The process for working ER cases are:
    • Create an ER case using the Case Creation form in Core UI or the Create a new case form in Agent Workspace for HR Case Management.
    • After case creation, add:
      • Involved Parties
      • Allegations
      • Interviews
      • Evidence
      • Corrective Actions
      • Accommodations

    COE and HR service

    HR Service Delivery supports the Employee Relations Case COE.

    And it supports the following HR services: Report Misconduct and Accommodation Request.

    Opened for is not an employee

    When creating HR cases, you must identify an Opened for person. For ER cases, you are not required to identify the Opened for person.

    If you are an HR agent and using the HR case form or Agent Workspace, select Skip verification from the Case Creation Search for Employee form

    HR ER Case Creation - Skip Verification

    Related information

    After opening an ER case, related information provides the details of an ER case and includes:
    • Allegations
    • Involved Parties
    • Interviews

    Allegations

    Allegations provide additional details about the misconduct and includes:
    • Allegation type
    • Description
    • Involved parties

    Involved Parties

    As part of capturing important information about the misconduct, you can capture information about anyone involved. Information like the type of involved party. Is the involved party a:
    • Witness
    • Complainant
    • Subject of allegation
    • Other
    Or, is the involved party a user in the system or not a user.

    Interviews

    Interviews from all related parties are important and captures the following information:
    • The interview date
    • Names of the interviewers
    • Name of the person being interviewed
    • Any people you want to link to the investigation
    • Notes on the interview

    Employee using Employee Center (EC) or Service Portal

    When an employee creates an ER case from the Employee Center (EC) or Service Portal, the Opened for, Opened by, and Complainant are assigned to the employee.
    Hinweis:
    A role is not required for employees to create an ER case.
    • Agents that can work an ER case must have the HR ER case writer [sn_hr_er.case_writer] role.
    • When creating an HR ER case, for employees that do not have the HR ER case writer [sn_hr_er.case_writer] role, the Opened for field does not appear.
    • When an agent with the HR ER case writer [sn_hr_er.case_writer] role opens the case, the Opened for field does not appear.