HR Case vs HR Task

[cspra]

From you experience, what are the benefits of creating HR TASK? If there's any, in what scenario to consider this beneficial?

Thanks

[Rob Sestito · Accepted solution]

Hello,

I think there are great benefits in creating HR Tasks. For my organization, we may use an HR Case to be the parent of all, for a project our hr team(s) are collaborating on. You can have the HR Case be the main details of a project, then when other teams have to do certain parts of this project, you can task them our using the HR Task. That way, you can keep track of all the Tasks and their progress right from the HR Case form itself. Rather than having let's say, multiple Cases out there to cover one project. If you did that, then you would just need to have ONE of those HR Cases become the Parent, and make all other HR Cases, a child Case to the Parent Case.

However, If you want to really make sure the Parent Case does not close UNTIL ALL tasks have been completed, then that is where using HR Tasks comes into play. I cannot remember if it comes OOTB with newer versions right now, but you can make it so the Parent HR Case, is not able to be closed until ALL HR Tasks associated to it have been completed first. That right there is why I like using Tasks. It keeps everyone involved honest and doing their work for a project.

I can use many other examples as to why HR Tasks are very beneficial. One I will use right now is, when an employee calls/emails into our HR Call Center (Employee Resource Center/ERC) - they will have a Case created for them. If I am that employee and I have a question about my health benefits, and our ERC Rep is unable to answer, they can send out an HR Task from the HR Case, over to the Benefits Team. The Benefits Team takes on the HR Task, and each Work Note entered into the Task, is automatically sent to the HR Case and sent to the Assigned To of the HR Case. That way, The Assigned To of the Case can have updates during the journey of the HR Task. This helps the ERC Rep with having the ability to update the employee (me) at any given time with important information about my request. And once the HR Task is completed (closed complete), the resolution notes entered are posted to the HR Case. That way, The assigned to of the Parent HR Case, can get all they need information wise, right from the Case - so they do not need to go from form to form to retrieve the information needed.

Same example can go into HR Cases that are created for Pay impacting related things, and so on.

Hope this helps! Let me know if you would like to have any other info regarding the benefits in created HR Tasks.

Cheers,

-Rob

[Steven Brandon]

To piggy-back on this question, can you help me understand the difference between using child cases vs tasks?  I understand the benefit to using tasks based on your response above.  Is there any benefit to using child cases?  Is there a specific use case for when someone would want to use a child case instead of a task?

Thanks.

[cspra]

Thanks Rob for this very helpful feedback.

[Rob Sestito]

Awesome!

Very happy I was able to help you out with this!

Cheers!

-Rob