Assign Skills to HR users and group
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‎03-20-2025 02:19 AM
Cloud Dimensions wants to utilize skills when routing HR cases. When a case is assigned to a group and needs a particular skill, the system will look in the group to find who has that skill, then automatically assign the Case to that person. The recommended practice is to assign a skill to a group so that all group members inherit it. However, in some cases, Skills should be granted to individual users. The Product Documentation gives a full list of the skills in the base instance, but more may be added.
- Create a new skill called Travel Advance and assign it to Rebekah Lindboe
- Confirm that the Payroll skill is assigned to the HR Payroll group
Finally, confirm that even though Rebekah Lindboe is a member of the HR Payroll group, the group has not been granted the Travel Advance skill
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‎03-20-2025 02:30 AM
Hello @PrathyushaR
Are you facing challenge in this, could you please elaborate what is blocker for you here?
If my response has helped you hit helpful button and if your concern is solved do mark my response as correct.
Thanks & Regards
Viraj Hudlikar.
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‎03-20-2025 02:38 AM - edited ‎03-20-2025 03:11 AM
Hi @PrathyushaR ,
Please check for HR Assignments Rule which helps to auto sign the hr case based on set of condition user/group will be assigned to case.
in the above mentioned points:
- Create a new skill called Travel Advance and assign it to Rebekah Lindboe--->>> Using mange hr skill create new skill and assigned to this user.
- Confirm that the Payroll skill is assigned to the HR Payroll group--->Add skill in related tab of group
Case 1
Navigate Manage HR Skills:
Create Travel Advance
Assign Skill to Users: Rebekah Lindboe-
Case 2
- Navigate to Groups.
Select a Group: HR Payroll
assign the skill to. in the related tab section
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