Create a reminder in HR Service Delivery Agent Workspace

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • You can create reminders tied to HR cases or tasks to provide timely communication and actions are taken. Use reminders to make certain you follow up by a specific date.

    Before you begin

    Role required: sn_hr_core.case_writer

    Procedure

    1. Navigate to All > HR Case Management > HR Agent Workspace.
    2. Click the Lists icon (List icon to display HR cases along the left side.
    3. Navigate to and open a case you want to add a reminder.
    4. Click the More Actions icon (More icon), scroll down and click Set reminder.
    5. Fill in the fields.
      Table 1. Create New Reminder
      Field Description
      Short description Text that describes the reminder.
      Date time The date and time you want to receive the reminder.
      Task The task or case associated with the reminder. Automatically appears based on the case or task you have displayed when creating the reminder.
      User The name of the logged in user that created the reminder.
      Reminder Status of the reminder.
    6. Click Save.
      Note:
      To view reminders, click more from the Related Items menu, scroll down, and select Reminders. When an alert is activated, a number appears inside the Notifications icon (Notifications icon) and the notifications message scrolls across the screen.