---
sourceDocument: Yokohama Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/employee-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Generate case fulfillment plan

# Generate a fulfillment plan {#ariaid-title1}

Release version: Yokohama  
Updated August 1, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Auto-generate a fulfillment/execution plan for a case, helping in faster resolution of the HR case.

## Before you begin

Role required: sn_hr_core.case_writer, now_assist_panel_user

You can generate a case fulfillment plan from either Core UI or Agent Workspace for HR Case Management.

## Procedure

1. Navigate to WorkspacesHR Agent Workspace.  
   Alternatively, you can navigate to AllHR Case ManagementAll HR Cases.
2. Open an HR case that is assigned to you.
3. Select Generate plan.  
   Note:  
   This option appears only for the HR service of Fulfillment type: Manual. It does not appear for the Employee Relations and Life Cycle Events cases.  
   The AI agent creates a fulfillment plan for a given HR case by fetching HR case details, relevant KB articles, and fulfillment instructions.
4. Choose one of the following options:  
   * Type Approve to publish the AI-generated fulfillment plan to the work notes of the case.
   * Type Modify to add prompts for refining the AI-generated fulfillment plan.
   * Type Reject to discard the AI-generated fulfillment plan.
   {#generate-rp__ul_gyf_h2g_jgc}  
   Figure 1. Example of AI-generated fulfillment plan on Core UI Figure 2. Example of AI-generated fulfillment plan on Agent Workspace for HR Case Management

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