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Forum Posts

How HR Cases are assigned to agent.

I need some information about how HR cases are assigned to agents, assignment is determined solely by the number of active cases the agent has, if cases in "Awaiting Acceptance" status are included in the agent's capacity, or what the criteria is. if...

Community Alums by Community Alums  
  • 843 Views
  • 3 replies
  • 0 helpfuls

HRSD Case Creation: Can we use a Record Producer?

Hello When an agent attempts to create an HR case, they have to select the COE as well as the HR Service.  We have several COEs in play in our HRSD configuration, each with several HR Service options.  However, one of these service options requires s...

tahnalos by Kilo Sage
  • 1092 Views
  • 6 replies
  • 0 helpfuls

Resolved! Bring record producer variables into flow designer

Hi,I have a requirement where on a record producer there are 2 select box fields and when user makes selection on them and submits the form it creates a case. As soon as the case is created the flow designer is triggered where I want to fetch the val...

Document Template

HI there, I have a requirement to attach the document on the HR task so that assigned to person can edit the document and generate the document tasks.. This requirement currently we have on the HR case where assigned to can edit the document and gene...

Cannot add Checklist Item

Hey, I want to use a universal task with the type checklist. After submitting the record I cannot add checklist items even with my admin user.   Has somebody an idea to fix that problem?

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PaKe by Kilo Sage
  • 1871 Views
  • 8 replies
  • 1 helpfuls

HR Triaging Dashboard

While setting up the HR Triaging Dashboard, we are not able to show names for the lanes on the top as headers. How do we enable the names to show up?And is the concept for an admin to configure it and share that or each person is supposed to configur...

Kass3m by Tera Expert
  • 581 Views
  • 2 replies
  • 0 helpfuls

Employee Journey Management - COnfiguring Onboarding journey

Hi all, I'm working on implementing Onboarding Journey for our new hires. But I've a big question in design.How can we start a onboarding journey for candidates (who have not joined the company yet)Because ideally their HR Profiles are created only 2...

Sruthi17 by Mega Sage
  • 795 Views
  • 2 replies
  • 1 helpfuls

Resolved! Add link in HR Response Template

Is there a way to link a specific knowledge article in an HR Response Template? It would save a step to just have the link in the response instead of also attaching the KB to the case. Thanks!

Sharing articles with externals through HR case - best practice

Hi All,I've been wondering what's your best practice or suggestion for the following scenario we've recently had: - Externals can create HR cases, but cannot access our knowledge bases.- An alumni employee created a case asking a question.- HR Agent ...

Karolina by Tera Contributor
  • 746 Views
  • 2 replies
  • 0 helpfuls

'HRM Todos Summary' widget

Hi Team, Good day! Could someone please let me know, how widget 'Standard Ticket Conversation' is being called within widget 'HRM Todos Summary' ? I need to replace with one of custom widget, however I am not able to find out the script which is call...

_navin9898 by Tera Expert
  • 906 Views
  • 5 replies
  • 0 helpfuls

unable to launch activity set from a existing HR service

I have two forms.Form 1 with "Abc" Hr service. It has journey configurations and Lifecycle events.So, activity set is launching once the lifecycle event case gets created.form 2: with the help of script, I'm able to add same hr service which is being...

Mounikad287 by Tera Contributor
  • 366 Views
  • 1 replies
  • 0 helpfuls