Create an HR case for parental leaves of absence

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

    • Create an HR case so you can help employees, through chat, email, or by phone start the parental leaves of absence (LOA) process. Employees can also create HR cases by submitting a request.

    Before you begin

    Role required: sn_hr_core.case_writer

    About this task

    For specific details on creating an HR case, see Create an HR case and Work an HR case. Follow the instructions to create an HR case using the HR Case Creation form for parental LOAs.

    Procedure

    1. Navigate to All > HR Case Management > Create New Case.
      Search for Employee appears.
    2. Enter the employee name that requested the parental LOA.
    3. From HR service, select Parental Leave of Absence Request.
    4. Select Create Case.
      • The system assigns the case to agents with the LOA skill. See Assignment and matching rules in HR.
      • Two child cases are created and assigned to agents with the payroll skill.
      • Fulfillment instructions appear for the case.
    5. Select the Parental Leave Details tab.
    6. On the form, fill in the fields.
      Table 1. Parental Leave Details
      Field Description
      Leave subtype Identifies the role of who is requesting a parental LOA or the type of parental leave:
      • Birthing parent
      • Partner of birthing parent
      • Adoption
      • Surrogate
      • Foster placement
      Leave status Indicates the status of the parental LOA:
      • Requested
      • Approved
      • On Leave
      • Rejected
      • Completed
      • Canceled
      Child arrival date Date that the child arrives.
      Note:
      Use this field when adoption or foster placement is selected from Leave subtype.
      First day of leave Date that the employee is requesting to start an LOA.
      Estimated last day of leave Estimated date that the parental LOA ends.
      Due date Birth date of the child.
      Note:
      Use this field when you select one of the following from the Leave subtype field:
      • Partner of birthing parent
      • Surrogacy
      • Birthing parent
    7. Select Save to remain on the HR case or Update to save the HR case and return to the HR case list.
    8. Select Ready for Work.
      • The 10 Activity Sets appear at the top of the form with the status of each activity.
      • The system creates and assigns a child case with child tasks.
      • The case progresses based on the completion of each child case and task.
      • The employee appears under HR Administration > Leaves of Absence.