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Setting the fields on HR case from Employee form HR task

I have an employee form that a manager fills out and I want the fields they complete on the form to be copied over to case record. I set up the Mappings but it is not updating the case. I set up the filter conditions on the case as HR service = Reque...

samadam by Mega Sage
  • 823 Views
  • 2 replies
  • 0 helpfuls

Resolved! Transferring a Case now shows 'Case Reopened' Work note - Why?

We recently upgraded to New York version. When we use the transfer function, the "new" case now has a work note added automatically that says the case has been reopened by the person using the transfer function. Why is that? What's the purpose of thi...

Activity execution order

Hi!In a Lifecycle, I have an Activity Set with 5 activities.Each activity has a different audience.I need activities 2, 3, 4, and 5 to start simultaneously only after the first one be completed.I thought about using a container, but since each activi...

Reminder in HR Agent Workspace

Hi Team.I have a question regarding the "bell" location/ functionality from a client as below.Remarks from the client:The bell is great however it’s a bit small and it might be ignored, can that bell be located in the main home screen page where we h...

aidaariffin by Tera Contributor
  • 1478 Views
  • 3 replies
  • 1 helpfuls

Round Robin auto assignment for HRSD

We are looking into options to help stop the "cherry picking" of cases as they come into the queue, such as a round robin auto-assignment option. Has anyone done something that is working well for you? We prefer not to customize something if possible...

CourtneyG by Tera Contributor
  • 1778 Views
  • 3 replies
  • 0 helpfuls

Can't skip Awaiting Acceptance

In HRSD, I need to have the ability to skip 'Awaiting Acceptance' when Guest is the opened_for.  I cannot use the setting at the Service level to control this I've tried attacking this multiple ways and am getting nowhere.Everything I have read said ...

Shane J by Tera Guru
  • 2111 Views
  • 3 replies
  • 0 helpfuls

Response Template formatting

Hello !I would like to have some feedback regarding response templates that we are currently using through the compose email function. When I configure the template in the back end, i set up my police to be Arial 10 and i did some insert of images et...

biancarp by Giga Contributor
  • 1293 Views
  • 1 replies
  • 0 helpfuls