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Automated work assignment for HR cases

Hi All, We have a requirement that a new skill must be created and assign that skill to 4 agents and1) Case allocation should be independent of an agent's current workload. Cases should be allocated rotationally to available agents.2) Cases should on...

Manisha30 by Tera Guru
  • 893 Views
  • 3 replies
  • 0 helpfuls

Importing checklist items on HR template to test instance

Hi, I have a requirement to created a checklist item for of the HR template, when the template is selected on the HR task then the checklist item is added but when I moved the created HR template to test instance form development instance it is not m...

TOKALAJ by Tera Contributor
  • 409 Views
  • 2 replies
  • 0 helpfuls

Access to sla definition created on sn_hr_er_case table

Hi All, We have an issue with access to 'SLA definition(conteact_sla table)' created on 'sn_hr_er_case' table which is 'human resource:employee relationship' scope . The sla definitions are visible to me as an admin but for a non-admin who has 'sla m...

phani24 by Tera Contributor
  • 406 Views
  • 1 replies
  • 0 helpfuls

Fetch records based on logged in user from a custom table

Hi All, I have created a custom a table sn_hr_core_request_type, having fields like below I have created an HR Service which associated with an Record Producer, record producer is having variable:  I need to show Request type choices based on availab...

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Rekha20 by Tera Contributor
  • 2365 Views
  • 13 replies
  • 0 helpfuls

Add services to child tasks

Hi,Is it possible to add  hr service field on the hr child task of an hr case? If yes, how it can be done and can we populate the hr service same as the parent hr case to the hr task? Thanks in advance!!

Transfer case button is not working

HI Community, Im facing an issue, in HR Workspace we have a button transfer case when i click on that no action is taking placeUI Action:condition: current.active && gs.hasRole('sn_hr_core.case_writer') && (current.hr_service.value != hr.BULK_PARENT_...

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suuriyas by Tera Contributor
  • 639 Views
  • 4 replies
  • 0 helpfuls

HR document templates text size mismatch

Hi Experts, Requirement is to generate documents in HR CaseI created a HR Pdf template (PDF has fillable fields). is correctly mapped. But the pdf document text size and the dynamic value generated text size is different.Does anyone know how to match...

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Sruthi17 by Mega Sage
  • 632 Views
  • 1 replies
  • 0 helpfuls

HR Task: Document Template with "Preview Document" UI Action

Hello Community,     I need to add an HTML Document Template on HR Task, and have the "Preview Document" UI Action on the HR Task.By default, document_template column is on the HR Case Table but not in the HR Task Table.How can I achieve this ? Thank...

psypniew by Giga Guru
  • 470 Views
  • 1 replies
  • 1 helpfuls