Create a bulk case request

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

    • Use bulk case request to create the same type of HR case, for multiple employees, without having to create the same case multiple times.

    Before you begin

    Role required: sn_hr_core.admin

    Note:
    Previously, the HR case writer (sn_hr_core.case_writer) role was required. Because bulk case creation involves a large number of cases, it was decided to change the required role to HR admin (sn_hr_core.admin).

    Procedure

    1. Navigate to All > HR Case Management > Bulk Case Requests.
    2. Select New.
      On the form, fill in the fields.
      Table 1. Bulk case form fields
      Field Description
      Name The name that describes the bulk case request.
      HR service The HR service associated with the bulk case request.
      Note:
      When you create a user segment group, the fields from the HR service you select can appear similar to creating a new HR case. For more information, see Create a user segment group.
      Status The status of the bulk case request.
      The default is Draft and changes to Ready after you create and save the User segment groups tab.
      Note:
      At least one user must be included.

      The status changes to In progress after you select the Create cases button.
      Create parent case Indicates you want to create a parent case that is associated with the bulk cases.

      Check the Create parent case choice to create a parent case.
      Opened by The name of the user creating the bulk case request.
      Selected user count Shows the number of users selected for the bulk case request.
      Note:
      This field is empty until you create and save a user group segment.
      Requested time Shows the date and time your bulk case request was submitted to create cases.
      Note:
      This field is empty until you create a user group segment and select Create cases.
    3. Select Save.
      The User segment groups and Cases created tabs appear.
    4. Select New in the User segment groups tab.
      For more information, see Create a user segment group.