Configuring the HR case context

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • Configure recommended actions to create a context, rule, and recommendations with action types such as guidance.

    Contexts in Recommended Actions for HRSD

    A context enables agents to see recommendations for a specific type of record when certain rules are met. These recommendations can help agents by suggesting actions to take based on the record context.  For more information, see Contexts in Recommended Actions.

    The Recommended Actions for HRSD application ships the HR Case Context. Add rules, recommendations, guidance to this context based on your business requirements. To access HR Case Context, navigate to All > Recommended actions > Contexts

    Guidance-based recommendations

    The following guidance-based recommendations are provided by default for similar cases, and KB articles.

    To create guidance, see Create a guidance in Recommended Actions.

    Rules in Recommended Actions for HRSD

    A rule is a set of conditions that applies to a context. A rule shows recommendations to agents with certain roles for records that meet certain conditions. For more information, see Rules in Recommended Actions.

    The Recommended Actions for HRSD application ships the HR Case Approval rule by default.

    Search Application Configuration

    The HR system includes the [AIS] Recommended Actions for HR Search Config by default. This application supports the AI search for various records in Agent Workspace for HR Case Management, including cases, and KBs.