Create a new case form

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • The Create a new case form allows you to create a new case in Agent Workspace for HR Case Management.

    Table 1. Create a new case form
    Field Description
    COE Select the Center of Excellence associated with the HR case you are creating. Selecting a COE filters the choices for HR service. For more information, see HR Centers of Excellence data model.
    Note:
    You can also select an HR service first and the associated COE automatically populates.
    HR Service The HR service based on the COE selected or what you select based on communication with the employee request. What HR services are available to an employee filter by:
    • COE selected.
    • HR criteria for the Subject person based on the HR service configuration.

      Limit services filter on the Case Creation Configuration form. If the HR service field is empty, ensure that you did not remove the Opened for field.
    HR service description Description of the HR service selected in the HR Service field.

    For more information on configuring the HR service description, see Configure an HR service.
    Opened for The employee who the case is created for. This person can be different than the subject person. For example, it could be the subject person's manager.
    Subject person The recipient/beneficiary of the HR service fulfilled through the HR Case.
    Note:
    Advanced reference qualifiers on a reference field is not supported in the case creation configuration page. When the limit user search filter is applied to the employee search, it will not be applied to Opened for and Subject person.
    Work notes Information related to the case that can help other HR agents. Work notes are not visible to the Opened for person.