HR PIWB template: Recommend similar cases

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read
  • Use the classic setup template to configure and train your Similarity solution template with machine learning model to recommend similar closed HR cases.

    Before you begin

    Role required: sn_piwb_hr_content.admin

    About this task

    When the Similar Closed HR Cases is configured and the predictive model is trained, the Similar Closed HR cases option is displayed on an HR case. This option displays the most relevant HR closed cases to an HR agent to help resolve the current HR case.

    Procedure

    1. Navigate to All > Predictive Intelligence Workbench > Use Cases > Create New from Templates.
    2. From the templates list, go to Similar closed HR Cases template and click Start.
      A pop-up with model name appears. This use case is handled in the classic Predictive Intelligence. You will be taken there to complete setup. You can perform the following steps:
      1. Ensure you click View product documentation for setting up this use case to review the instructions on how to configure the solution definition.
        Note:
        Ensure you review and understand the documentation for creating the solution definition.
      2. Click Take me there to get started with the solution definition.
      Machine Learning Solutions landing page appears.
      Figure 1. HR ML use cases
      List of ML usecases for HR PIWB
    3. Go to Similarity and click Configure.
      The solution definition section appears.
    4. On the form, verify the default field values and customize the solution as required.

    Result

    When the configuration is complete, the solution displays the most relevant HR closed cases to an HR agent to help resolve the current HR case.

    Review the corresponding use case information from Machine learning solutions for HR Service Delivery.

    What to do next

    You can verify the integration status from HR Administration > HR AI Configurations > Solution definition. The use case is now mapped to the selected solution definition.