Is there any way to delegate hr cases?

[sri vijaya]

Hi

i am actually configuring the delegation configuration in HRSD , but i found that only HR tasks can be delegated to users as per below screenshot

But i didn't find anywhere in ServiceNow documentation is the same delegation can be configured to HR Cases as well?

if anyone configured, please let me know the process or please share product documentation for hr cases

@Ankur Bawiskar @Dr Atul G- LNG @GlideFather 

[kaushal_snow]

Hi @sri vijaya ,

Granular Delegation is supported only for HR Tasks, not HR Cases. This means you can delegate individual tasks within an HR case, but not the case record itself. As a result, even if tasks are delegated, the HR Case remains with the original owner and cannot be reassigned using the standard delegation feature.

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[Sabrina Ethridg]

Can you provide more details on the problem you want to solve?   There may be other ways to solve for it, depending what you are trying to accomplish.

[M Iftikhar]

Hi @sri vijaya ,

In ServiceNow HRSD, out-of-the-box delegation is primarily designed for HR Tasks, which is why you only see tasks available for delegation by default. HR Cases do not natively support delegation in the same way.

However, you can configure delegation for HR Cases using the sn_hr_sp_todos_config table, which controls delegation rules for both HR Tasks and HR Cases.

Here’s a high-level process:

    1. Configuration Table

               All delegation configurations reside in sn_hr_sp_todos_config, where you define rules for tasks and cases.

                   

                

      2. My Tasks / My Cases Portal Tabs

            In the Employee Service Center portal, My Tasks has two tabs: Open and Completed.

            The rules in sn_hr_sp_todos_config are applied to these tabs.

                   

    3. Example Configuration for HR Cases

                 Created a simple rule on HR Payroll Case table with conditions

                         Assigned to = dummy user

                         State = Awaiting Approval

                

    4. Testing Delegation

               Created cases matching the above conditions and also define the delegation rules.

                When impersonating the dummy user, the cases appear in My Cases and the Delegate button is visible.

               

               Assigned a case to Fred Luddy; impersonating Fred shows the delegated case.

              

              

Thanks & Regards, 
Muhammad Iftikhar 

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