HR bulk case creation - including description and close notes
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
3 weeks ago
We have a use-case where our benefits teams need to create cases in mass several times a year. They are needing to have the description the same for all and want to have the cases auto-close, with specific close notes. We use bulk case creation today, but our groups typically work the cases once they are created. Is this possible for us to bulk create cases that have "more" information in them and auto-close right away? We are on Zurich. Thanks for any insight!!
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
3 weeks ago
What's the use case? It doesn't really feel like it's worth to just register those cases if all you do is auto close them. Why not just one case? If it's for communication purposes, just communicate in a different way.
But you could add some sort of logic on it that after creation you identify them and close them all. But first challenge the requirement, because it doesn't feel to have any logic besides having records in the system, without any checks done on them.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
2 weeks ago
So they are needing this for documentation purposes mainly but also we allow our employees to 'reject' the case closure for up to 4 days after we close the case. In this case, if they want to discuss further, they would get the notification of the case closure and then they could click reject to reopen it and the benefits team would have further discussion. This happens for multiple business processes throughout the year. Today, people email them back and then they have to create a case, which is incredibly inefficient for them. We have 60,000+ employees so these are done on a large-scale so they want a better option than email responses and then having to swivel chair to create a case.
