---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/employee-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Agent Workspace for HR Case Management contextual side panel

# Agent Workspace for HR Case Management contextual side panel {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 min. de leitura

The contextual side panel in Agent Workspace for HR Case Management provides information
designed to help you work an HR case and interact with your employees.

The contextual side panel provides a column of icons that provides you with information. Use
the information when you interact with your employees or to complete the case.

The icons that appear depend on the type of HR case you are looking at.  
{#agent-ws-hr-case-mgmt-context-sidebar__table_tgj_p2l_cjb__entry__2}

| Icon | Description |
|-|-|
| ![Click the At a Glance icon to show the At a Glance panel]() | At a Glance: Provides key HR profile details for fast recall. Having this information readily available helps agents understand who they are trying to help when communicating with an employee. |
| ![Agent Assist icon]() | Agent Assist: Provides relevant knowledge articles about the case. You can also provide comments (visible to employee) or work notes (not visible to employee) or view all activities related to the case. Nota: Agent Assist is also available for HR interactions. |
| ![Employee Documents icon]() | Employee Documents: Lists documents related to the case you are on. Select the document and you can download it or rename it. Nota: The Contextual side panel requires the Employee Document Management \[com.sn_employee_document_management\] plugin to display the employee documents. For more information, see [Employee Document Management](https://servicenow-prod.fluidtopics.net/uSARSCGk89RVvgzUqgsFUQ "Manage large numbers of documents more efficiently with the ServiceNow Employee Document Management product. Employee Document Management provides storage space, a filing system, the ability to easily retrieve documents, defining who can view sensitive documents, and when to purge documents."). |
| ![Attachment icon]() | Attachments: Documents relevant or related to the HR case are displayed as attachments. These documents can be moved to Employee Document Management (EDM) for archival and historical purposes. For example, receipts for tuition reimbursement are attachments to an HR case. After you move attachments to Employee Document Management, they will be employee documents. See . * To add attachments to a case, click Select File. * To download all attachments at one time, select ![]() and select Download all. * To download only a specific attachment, select a specific attachment, select ![](), and select Download. * To delete all attachments at one time, select ![]() and select Delete all. * To delete only a specific attachment, select a specific attachment, select ![](), and select Delete. {#agent-ws-hr-case-mgmt-context-sidebar__ul_ywp_w5t_qdc} Nota: A small green dot indicates there are attachments ![HR Agent WS - Attachment icon](). |
|   | Templates: Displays reusable templates that you can use to auto-fill certain fields of a case. Select the required template so that the template values are auto-populated on the case. |
| ![Response Template icon]() | Response Templates: Displays reusable messages that you can use when responding to an employee that has a question about their case. Copy the text from the response template you want to use and paste the text into the Comments or Work notes section of the HR case. An HR service configures response templates and are a fast, consistent, and efficient way to respond to common questions related to HR cases. For more information, see [Response templates for HR Service Delivery](https://servicenow-prod.fluidtopics.net/3n__CNeYzadfr~pnW_0_xg#hr-templated-snippets "You can use response templates with HR Service Delivery to resolve cases faster and more efficiently."). |
| ![Fulfillment instructions icon]() | Fulfillment Instructions: Provides you with focused and targeted information on how to complete an HR case faster and more efficiently. Can include specific instructions, KB articles, or a checklist of what to do on the case. For more information, see [HR fulfillment instructions](https://servicenow-prod.fluidtopics.net/rguJGAUOk8QBiwlYfVUnkQ "HR fulfillment instructions provide focused and targeted information on how an agent can complete an HR case faster and more efficiently for HR Service Delivery Agent Workspace and legacy HR Case Management."). |
| ![Checklist icon]() | Checklist: Provides you with a list of things that need to be checked or done. Checklist helps you in resolving an issue efficiently and in a quicker way. For more information, see [Using checklists in HR Service Delivery Agent Workspace](https://servicenow-prod.fluidtopics.net/AlnR1Np5kKrJcyzF6ddIIQ "Creating and using checklists on an HR case or task helps you resolve issues faster, more efficiently, and with fewer errors."). |
| ![Personal notes]() | Use personal notes to add information that is not finalized and must not be tracked within the case history. For more information, see [Add personal notes](https://servicenow-prod.fluidtopics.net/Z1gP66jQgm5XDnnJ_hx~Ww "Personal notes allow agents to record information that remains private and is not visible to other agents working on that case.") |
[Tabela 1. Agent Workspace contextual side panel icon descriptions]

{#agent-ws-hr-case-mgmt-context-sidebar__table_tgj_p2l_cjb}