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Resolved! HRSD Create New Case / Case Creation UI Page add column data to Opened for and Subject person reference fields (ref_ac_columns )

Is there a way to add additional column data to the subject person / opened by reference fields in the 'Case Details' section of the Case Create UI page for the 'Create New Case' function in HRSD? (see screen shot) My customer needs more detail to be...

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Robert Duca by Tera Contributor
  • 2530 Views
  • 3 replies
  • 2 helpfuls

HR Case User Acceptance - Reporting on 'rejections'?

Hi - I would like to track which HR Cases were 'rejected' by the user during the User Acceptance process after a case is Closed Complete or Closed Incomplete. I know the state doesn't go to "rejected" (ours just goes back to Work in Progress), so it'...

KennonJ by Kilo Contributor
  • 2256 Views
  • 3 replies
  • 1 helpfuls

Resolved! Display Knowledge Articles (Formatter) - Customizable?

We have a Field called Display Knowledge Articles (Formatter) included in our case forms (not sure if this is an OOTB field). It displays a list of Knowledge articles that may be related to the case. I'm not sure what the current maximum number of ar...

lpomeroy0613 by Kilo Contributor
  • 3904 Views
  • 8 replies
  • 6 helpfuls

Resolved! Trigger Lifecycle events based off fields from Record Producer?

Hello, I have a Record Producer being used to handle HR Onboarding. However, on the RP we have a field which would select different types of onboarding which should then trigger a different lifecycle event; as the activities/acitivity sets would be d...

Logan10 by Tera Expert
  • 2604 Views
  • 3 replies
  • 2 helpfuls

Creating an HR case from an IT Incident

Has anyone been able to add a UI action on the Incident form to create an HR Case from the Incident?  We have done it the other way around, but have not found a way to get from Incident to HR Case.  We recently went live with a new HCM system that is...

Robert_Card by Kilo Contributor
  • 3236 Views
  • 4 replies
  • 3 helpfuls

Why Reference fields are blank when display in a report via dot walk.

I have created a reference field in HR Case so I can dot walk to my custom table.  Records are inserted to my custom table whenever HR Case is created. And this works fine. However, when I create report against HR Case to display fields from my custo...

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cspra by Giga Expert
  • 1458 Views
  • 5 replies
  • 0 helpfuls

Ageing Report

Hi, I am trying create a ageing report for the following scenario: Suppose a case has been created on 1st Jan and assigned to the assignment group XYZ. Then the case got transferred to the another group ABC on 5th Jan. Again on 10th the case got re-t...

Biji by Tera Contributor
  • 1834 Views
  • 2 replies
  • 0 helpfuls

Resolved! How to create a Related Link for Knowledge Approvals?

Hello, I'm attempting to add a related link to the Approvals table to view Knowledge articles during approvals. When approvers are reviewing the knowledge articles, they would like to see the article as it will appear when published rather than the v...

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Resolved! "Automatically close case when all-to-dos are complete" does work

I have HR Service "Employee Equipment Preference" configured to close case when all to-dos are completed. However, when the only task is completed, the state of the case stays in ready state.  The "Assigned to" user does receive the following email ...

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Larry Lau by Kilo Expert
  • 3949 Views
  • 5 replies
  • 1 helpfuls

Resolved! HR task state change

Hi All, We have a workflow in HR lifecycle events application scope, in which we are generating multiple HR tasks at a time under a HR case. One of the task, say task A, is set to be in a "pending" state when generated. This is configured in the work...

anusarma by Kilo Expert
  • 2528 Views
  • 9 replies
  • 0 helpfuls

Offer Letter Generation and where it fits in Onboarding

I have been working on implementing an Offer Letter HR Service and so far it works pretty good on it's own, but I wanted to get some input on how others think it would best fit in the Onboarding lifecycle. If we need to candidate to sign the offer le...

alijubran by Kilo Expert
  • 4139 Views
  • 6 replies
  • 1 helpfuls