Using a Response template in an HR case

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Use response templates as reusable messages that you can copy and paste into the comments or work notes for an HR case.

    Before you begin

    Role required: sn_hr_core.case_writer

    Procedure

    1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
    2. Select an HR case.
    3. From the contextual side panel, click the Response Templates icon (Response template icon).
    4. Select the Copy to clipboard button to copy all text and paste into the Comments or Work notes area.
      Note:
      Use the space next to the Search for Record icon (Search for record icon) to search for a specific response template.
    5. Click Post Comments.