Using a Response template in an HR case or HR task record

  • Release version: Xanadu
  • Updated August 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 or task.

    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 the Lists icon (Lists icon).
    3. Select an HR case or task.
      ItemSteps
      HR case
      1. Select All HR cases > Assigned to me.
      2. Select the HR case.
      HR task
      1. Select HR tasks > Assigned to me.
      2. Select the HR task.
    4. From the contextual side panel, select the Response templates icon (Response template icon).
    5. Select the response template.
    6. Select the Copy to clipboard button and paste the text the Comments/Worknotes area.
    7. Select Post Comments.
      The reused message is visible under the Comments/Worknotes section to the subject person.