Exploring Agent Workspace for HR Case Management
Summarize
Summary of Exploring Agent Workspace for HR Case Management
Agent Workspace for HR Case Management allows you to manage employee HR requests efficiently from a centralized platform. The Home page serves as the main entry point, displaying high-priority cases, those at risk of violating service level agreements (SLA), and cases with recent updates.
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Key Features
- Home Icon: Provides an overview of HR cases and items that require immediate attention.
- Learning Icon: Facilitates access to coursework, activity tracking, and career development resources.
- Lists Icon: Offers a comprehensive view of all HR cases, allowing filtering and sorting based on relevance.
- Analytics Center: Displays dashboards and data visualizations for analytics inquiries.
- Calendar Icon: Helps manage work schedules, personal events, and shift swap requests.
- Tabs: Show HR case numbers and allow for quick access to case details. You can customize tab labels for better clarity.
- Add Icon: Enables quick creation of HR cases and interactions to document employee communications.
- Overview Dashboard: Graphically represents data on HR cases, highlighting priorities and SLA status.
- My Team Section: Displays data relevant to the teams you belong to, focusing on case priorities and SLA statuses.
Key Outcomes
By utilizing Agent Workspace for HR Case Management, customers can streamline their HR case handling, prioritize tasks effectively, and enhance team collaboration, ultimately leading to improved response times and employee satisfaction. The platform's various features allow for a tailored experience that meets the specific needs of HR agents and their teams.
Use Agent Workspace for HR Case Management to manage your employee HR requests from one place.
Agent Workspace for HR Case Management home page
The Home page is the starting point in exploring Agent Workspace for HR Case Management. On the left hand side you will see a list of icons. You can access these icons from any screen.
The Home page shows high priority cases, cases at risk for violating service level agreements (SLA), and cases with recent changes.
| Number | Agent workspace elements | Description |
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Home icon | The Home page provides you with an overview of your work at a glance. It provides you with information that can help you decide what you should act on first, like HR cases and items that affect your team. |
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Learning icon | Learning helps you explore and manage coursework, view course activity and history, and engage with career development content through customizable catalogs from various sources. |
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Lists icon | The lists provide you with a view into all HR cases. You can filter and sort by what is relevant to you. Select to view a list of HR cases, interactions, HR tasks, and more. For more information, see Lists in Agent Workspace for HR Case Management. |
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Analytics Center |
The Analytics Center provides an overview of your most important dashboards and data visualizations along with a place for you to ask questions about analytics. For more information, see Platform Analytics overview. |
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Calendar icon | Use the Calendar to see work schedules and assignments, add personal events or shift swap requests or approvals. |
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Tabs | Tabs display lists, HR case numbers, and the Add icon. If you hover on an HR case number, you can quickly see more details related to a case, for example, the description of the case, HR Service and Subject person. When you have multiple tabs open, you can only see the case number on the tab by default. However, you can also configure the information you want to be displayed on the tab. For more information, see Customize tab label in Agent Workspace for HR Case Management. |
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Add icon | Select to instantly create one of the following:
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Overview | Displays a graphical representation of the data based on the overall HR cases. Use this dashboard to understand the cases that need priority or the SLA (Service Level Agreement) status, general information and announcements, etc. |
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My team | Displays a graphical representation of the data related to the teams you belong to. Use this tab to understand the cases assigned to the team that need priority or the SLA status. |
My team
Information related to the teams your HR agents belong to display in the My team section.
The bottom of the landing page provides company information, links, and tools available. This section is part of Content Delivery. For more information, see Portal content.