HR Case Template
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09-03-2022 04:55 PM
Hello Team ,
Can we change the order of the variable which are there under HR Case template tab of HR Case.
Thank you !
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09-03-2022 08:54 PM
Hi,
Can you share the screenshot of the HR Case Template that you are seeing under HR case?
Regards,
Vamsi S
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09-05-2022 07:48 AM
Hello Angel,
You can modify the predefined HR case templates or create ones. The easiest way to create catalog items is from the Manage HR Catalog module. When you create a catalog item, an associated HR case category and template are also created. You can then customize the HR case template, for example, to add variables. The following list includes ways to customize an HR case template.
- Specify required skills and assignment group or user.
- Define tasks for HR agents that must be completed.
- Define the order of task completion by assigning a task dependency.
A template can have attached knowledge models. A knowledge model is a knowledge article that is associated with the template. When a new case is created, the knowledge article is automatically assigned to the case to provide information to the HR agent.
You can edit an HR case template after you create the catalog item in the Manage HR Catalog module.
For more information check:
Modify an HR case template in legacy HR
Edit the HR case template for an HR catalog item
Regards,
Marcin
