question Re: HRSD Employee Relation in HRSD forum

HRSD Employee Relation

SnehaS895807473 — Fri, 06 Feb 2026 10:50:21 GMT

I am unable to find "Summary Report" UI action (which containe Employee Relation out of the box templates) after creating Employee Relation Case on HR Agent Workspace?

Re: HRSD Employee Relation

Max Dore — Sat, 07 Feb 2026 00:00:26 GMT

What configuration steps have you taken? Have you installed Document Templates?

I see out of the box the UI Action's condition is gs.getUserID()==current.assigned_to && current.canWrite() && gs.hasRole('sn_hr_er.case_writer') && !(new er_SecurityUtils().isOpenedForOrSubjectPerson(current))
Does your use case pass this condition?

I also see that out of the box in the UI Action the checkboxes "Workspace Form Button" and "Workspace Form Menu" are unchecked, have you tried using these?

Re: HRSD Employee Relation

abirakundu23 — Sat, 07 Feb 2026 05:21:52 GMT

Hi @SnehaS895807473 ,

Could you please check condition of the UI action "Summary Report" in Employee Relation table that satisfies ?
Also you can remove the condition from UI action and mark check UI Action the checkboxes "Workspace Form Button" and "Workspace Form Menu" and see the result.

Please try an above approach.

Please mark helpful and correct answer if it's worthy for you.

Re: HRSD Employee Relation

SnehaS895807473 — Sat, 07 Feb 2026 09:21:29 GMT

In HR Agent Workspace, the “Summary Report” for Employee Relations is implemented as a UX Client Action and is configured via sys_ux_form_action_layout / Action Layout Items, not as a classic UI Action.
To make the Summary Report button visible in HR Agent Workspace, ensure that the Document Templates plugin (sn_doc) is active. If the plugin is inactive, the action will not appear even if it is correctly configured in the workspace layout.