---
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


---

# Create an Employee Relations case in Agent Workspace for HR Case Management

# Create an Employee Relations case
in Agent Workspace for HR Case Management {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 min. de leitura

You can use HR Service Delivery
Agent Workspace to create ER cases for employees that wish to report misconduct, discrimination, or a disciplinary issue.

## Antes de Iniciar

Role required: sn_hr_er.case_writer

## Procedimento

1. Navigate to AllHR Case ManagementAgent Workspace for HR Case Management.
2. Select the Lists icon (![Lists icon]()).
3. In the ER category, click New.
4. Search for an employee or case number, or select the Skip verification link if the subject person is external or wants to remain anonymous.
5. Fill in the form.  
   {#create-hr-er-ws__table_dpm_wgt_lbc__entry__2}

   | Field | Description |
   |-|-|
   | COE | The Center of Excellence associated with the HR case you are creating. Currently, Employee Relations Case is the only COE available for ER cases. Selecting a COE filters the choices for HR service. See [HR Centers of Excellence data model](https://servicenow-prod.fluidtopics.net/AzX1h31dk84f6RxZa_XLcg "Organize HR data, services, and processes by functional discipline with the HR Centers of Excellence (COEs) data model."). Nota: You can also select an HR service first and the associated COE automatically populates. |
   | HR Service | After selecting Employee Relations Case from the COE field, select one: * Accommodation Request * Report Discrimination * Report Misconduct Nota: You can use the Skip verification feature when creating a Report Misconduct case. For more information, see [Using HR Service Delivery Employee Relations](https://servicenow-prod.fluidtopics.net/2FrTk_7TeUMI7xtfsGQRzA "Creating an HR Service Delivery Employee Relations (ER) case is similar to creating any HR case with some differences."). * Performance improvement plan(PIP) {#create-hr-er-ws__ul_rsl_ygt_lbc} Limit what HR services are available to an employee by filtering: * COE selected. * HR criteria for the Subject person based on the HR service configuration. Limit services filter on the Case Creation Configuration form. If the HR service field is empty, ensure that you did not remove the Opened for field. {#create-hr-er-ws__ul_ssl_ygt_lbc} Nota: Bulk Parent Case does not appear as a selection because it only appears when creating a parent case for child bulk cases. Refer to [Add or modify bulk HR cases](https://servicenow-prod.fluidtopics.net/zaolWxY~vvzxn9pf~NcpfQ "Use bulk case request to create the same type of HR case, for multiple employees, without having to create the same case multiple times."). |
   | Opened for | The person the ER case was opened for. You can enter letters or numbers to search for possible hits. If the person wants to remain anonymous or is outside of your company, you can leave this field blank. |
   | Subject person | The person the ER case is about. |
   | Work notes | Details about the ER case. Nota: Interviews are under the more tab. |
   [Tabela 1. ER Case form]

   {#create-hr-er-ws__table_dpm_wgt_lbc}
6. Select Create case.  
   The case returns with a Case Timeline that provides a visual of all tasks and key milestones and dates related to the case. The Case Timeline helps agents visualize and navigate the key investigation activities on a case and quickly understand the history and what still needs to be done. A Show Legend drop-down also appears to show or hide the number of events scheduled or conducted and the associated date.  
   Below the Case Timeline are a number of tabs that you can provide additional information about the case.  
   Nota:  
   Closed and completed events could still appear on the timeline, but not necessarily in the related tabs.  
   The Related Items menu shows a series of tabs you can use to add information about the ER case.

   Details
   :   Workplace case information entered by the requester for the ER case.

   Involved Parties
   :   People associated with the ER case. Involved parties can be the complainant, subject of the allegation, a witness, or other (undefined). For more information, see [Create an involved parties record](https://servicenow-prod.fluidtopics.net/eLCh41qY8RyptTdVS~2A2A "Capture information about people associated with the ER case. Involved parties can be the complainant, subject of the allegation, a witness, or other (undefined).").

   Allegations
   :   Information that further defines an employee relations case. For more information, see [Create an allegation record](https://servicenow-prod.fluidtopics.net/6mGjWF6shrkBPnyIci~ylg "Use Allegations to provide additional details for an ER case.").

   Interviews
   :   Interview record for an involved party. For more information, see [Schedule an interview in Employee Relations using the legacy UI](https://servicenow-prod.fluidtopics.net/3PRmzxyiEU6D67KDN5oogg "Documenting interviews is crucial to ER cases. Use the Interview form to take notes and capture important details of the ER case.").

   Evidence
   :   Evidence to support the ER case. For more information, see [Evidence Management for Employee Relations](https://servicenow-prod.fluidtopics.net/ORc9Uc~VFpzhDbtzxwW2Aw#hr-er-evidence-mgmt "Use Evidence Management to capture and categorize evidence for Employee Relations or related cases.").

   more
   :   Select to view the following:
       * Corrective Actions: Information about the resolution and any associated corrective actions after an investigation related to the ER case. For more information, see [Create a corrective action](https://servicenow-prod.fluidtopics.net/c2SSJUFAyJHCm1trLMgNoQ "Create a corrective action record for an ER case.").
       * Attached Knowledge: List of knowledge articles attached to the HR service type. For more information, see [HR Knowledge Management](https://servicenow-prod.fluidtopics.net/3HoFj7PjDKom3mgMn7wNIg "HR knowledge management allows the enterprise HR department to provide employees with a searchable knowledge base of HR policies, procedures, and other articles. By sharing information with employees, HR can reduce the time spent answering routine questions and enable employees to find answers that are relevant to them.").
       * Approvers: Lists employees that can approve changed information or the case, state of approval, comments, and associated dates. For more information, see [Resubmit an HR case for approval](https://servicenow-prod.fluidtopics.net/EaU6BUh~uyCBLxqHefOE~Q "HR cases that are rejected can be resubmitted for approval. Resubmitting a rejected case alleviates having to recreate a new case.").  
         Nota:  
         To reject an approval, users should have the HR case writer \[sn_hr_core_case.writer\] role.
       * Child Cases: Lists child cases for the current case.
       * ER Cases for Involved Parties: Lists other ER cases for the involved parties of the ER case.
       * Allegation Outcomes: Shows allegations and results.
       {#create-hr-er-ws__ul_tmf_1wh_ppb}