Working lifecycle event cases in HR Service Delivery Agent Workspace

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Manage lifecycle event cases using HR Service Delivery Agent Workspace.

    A lifecycle event case is an HR case fulfilled by a lifecycle event. For example, the HR service for New Hire Onboarding fulfills the lifecycle event for New Hire Onboarding.
    Note:
    This section assumes you have Enterprise Onboarding and Transitions activated. For more information, see Understanding Lifecyle events for enterprise.

    List lifecycle event cases using HR Service Delivery Agent Workspace

    You can show all lifecycle event cases by using lists.

    Before you begin

    Role required: sn_hr_le.case_writer

    Procedure

    1. Navigate to All > HR Case Management > HR Agent Workspace.
    2. Select the HR Agent Workspace - Lists icon Lists icon.
    3. Select Lifecycle Events.
    4. Select Lifecycle Events Cases.
      HR Agent Workspace - Lifecycle Event Lists

    Create a lifecycle event case using HR Service Delivery Agent Workspace

    There are multiple ways to create a Lifecycle Event case.

    Before you begin

    Role required: sn_hr_le.case_writer

    Procedure

    1. Navigate to All > HR Case Management > HR Agent Workspace.
    2. From the HR Service Delivery Agent Workspace landing page, select the HR Agent Workspace - Add New icon Add New icon.
    3. Select HR Case.
    4. From the Lifecycle Events Cases list, select the HR Agent Workspace - Add New icon Add New icon or the New button.
      HR Agent Workspace - Create LE case
    5. Enter an employee name or case number.
      HR Agent Workspace search for employee or case
    6. Verify that the employee is the correct person for the case.
      HR Agent Workspace verify employee
    7. Enter New Hire Onboarding in the HR service field.
    8. Select Create Case.
    9. Select Ready for Work.
      The State changes to Ready. In the Details section, the Assignment group and Assigned to fields populate based on your case assignment rules or HR case template. For more information, see Assignment and matching rules in HR and HR templates.

    View activity set status in HR Service Delivery Agent Workspace

    Monitor the status of a lifecycle event case with the Activity Set Status tab. You can also monitor the state of each activity set and activities in a lifecycle event case.

    Before you begin

    Role required: sn_hr_le.case_writer

    Procedure

    1. Navigate to All > HR Case Management > HR Agent Workspace.
    2. Locate and display a lifecycle event case that is in progress.
      For more information, see List lifecycle event cases using HR Service Delivery Agent Workspace.
    3. Select the Activity Set Status tab.
    4. Select Activity Set Status.
      HR Agent Workspace - Activity Set Status tab