Evidence Management for Employee Relations

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

    • Use Evidence Management to capture and categorize evidence for Employee Relations or related cases.

    Evidence is defined as any digital artifacts gathered as part of an investigation, like files that are either uploaded to Evidence Management or reside in another system.

    Setting up Evidence Management

    Set up HR Service Delivery Management so your agents can collect evidence and information related to Employee Relation (ER) cases.

    You can activate Evidence Management [com.sn_evidence_management] plugin if you have the admin role. This plugin activates when the Human Resources Scoped App: Employee Relations [com.sn_hr_employee_realtions] plugin is activated. For more information, see Activate Employee Relations.

    Roles

    The following roles are installed with the Evidence Management [com.sn_evidence_management] plugin:
    Tabela 1. Roles installed with Evidence management
    Role title [name] Description Contains roles
    Evidence admin [sn_em.admin] Can access and configure all areas within Evidence Management.
    • sn_em.evidence_config_manager
    • sn_em.evidence_reader
    • sn_em.evidence_writer
    Evidence Configuration manager [sn_em.evidence_config_manager] Can access, create, and manage evidence type records.
    Nota:
    requires the evidence reader and writer roles to manage the evidence type records.
    Evidence reader [sn_em.evidence_reader] Can view evidence if the ER case is accessible.
    Evidence writer [sn_em.evidence_writer] Can create and manage evidence records. sn_em.evidence_reader

    Employee Relations roles include Evidence Management roles.

    Users are unable to read evidence when impersonating.

    When an Employee Relations case is restricted, users can only view the evidence record if they can view the ER case.

    Evidence types

    Before you can add evidence to an ER case, you must set up evidence types. Evidence types help you categorize and organize the evidence you collect related to ER cases. The base system provides:
    • Audio
    • Chat logs
    • Email
    • Photos
    • Screenshots
    • SMS
    • Video

    You can create additional evidence types. For more information, see Create evidence types.

    Create evidence types

    Create evidence types to catalog and organize employee relation evidence in an efficient and logical way to enhance your business processes.

    Antes de Iniciar

    Role required: sn_em.evidence_config_manager
    Nota:
    The base system provides preconfigured evidence types.

    Procedimento

    1. Navigate to All > Evidence Management > Evidence Types.
    2. Select New.
    3. Fill in the form or edit the fields.
      FieldValue
      Name The name that identifies and describes the evidence type.
      Active Indicates if the evidence type is active and available for use.
    4. Select Submit.