Change the date field after an HR Case is created

[Ashmiya]

example: an termination HR Service to be created and it involves multiple level of approvals and HR Tasks for its fulfilment. But need to give the HR Agent authority to change the dates in middle of process and continue with rest set of processes involved in completion. Can anyone help me with some ideas on the possibility?

[Øyvind Fosse]

keep in mind that there is an out of the box capability for this in the lifecycle events designer if you are using enterprise. it's called Lifecycle Events Employee Requests and is a great way to enable self service change of key data such as start date. You can even use a flow service to automatically process the change. 

Naturally you can also enable a manual update of key data mid process. by far the easiest is if you add the termination date as a field to your HR case table, you can then make it editable by the agent. here is an example from the out of the box parental leave of absence case:

as you can see the key data is fully editable by the agent. 

[Community Alums]

Hi @Ashmiya ,

sn_hr_core.case_writer role is required to be added to the HR agents in order to make any changes.

Mark my answer correct & Helpful, if Applicable.

Thanks,

Sandeep

[John Zhang1]

@Saheed 

HR agent has sn_hr_core.basic role, which allow HR agent to update HR case or HR tasks anytime during the process because sn_hr_core.basic role contains sn_hr_core.case_writer.

If my reply is Helpful/Correct, please mark the answer as Helpful/Correct.