Create a lifecycle event case using Agent Workspace for HR Case Management

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

    • There are multiple ways to create a Lifecycle Event case.

    Antes de Iniciar

    Role required: sn_hr_le.case_writer

    Procedimento

    1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
    2. From the Lifecycle Events Cases list, select the New button.
      Alternatively, click the HR Agent Workspace - Add New icon Add New icon and select HR Case.
    3. Enter an employee name or case number.
    4. Verify that the employee is the correct person for the case.
    5. Enter New Hire Onboarding in the HR service field.
    6. Select Create Case.
    7. Select Ready for Work.
      The State changes to Ready. In the Details section, the Assignment group and Assigned to fields populate based on your case assignment rules or HR case template. For more information, see Assignment and matching rules in HR and HR templates.