Create a case in Agent Workspace for HR Case Management

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

    • Create a new HR case in Agent Workspace for HR Case Management.

    Antes de Iniciar

    Role required: sn_hr_core.case_writer

    Procedimento

    1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
    2. To create an HR case, select the Add icon (plus sign).
    3. In the search field, enter a name, partial name, or case number.

      Searching for an employee helps to verify that you are creating a case for the correct person.

      Nota:
      • You can search for or create cases for inactive users in Agent Workspace for HR Case Management.
      • If your company uses Employee Relations, you can select the Skip verification link to create an ER case without identifying an Opened for person. For more information on Employee Relations, see Create an Employee Relations case in Core UI.
    4. Select Next.
    5. On the form, fill in the fields.
      For more information, see Create a new case form.
    6. Select Create case.
      If the case being created has the same subject person, HR service, and if the case is created within three days (configurable from HR Administration/Properties), a warning appears that a similar case might already exist. You can choose to Create new case or Cancel.
      Nota:
      For information on the sn_hr_core.duplicate_hr_case_time_out property, see HR properties.