Sending an email from a case

Send any communication related to HR Workforce Administration cases using the Send email feature. Minimise typing errors by auto-populating the email address of the subject person (of the case) in the email.

Before you begin

Role required: sn_hr_core.case_writer

Procedure

1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
2. Create a case under the HR Administration Workforce category.
3. For the Verification of Employment service HR service, fill in the Document template category, Document template, and Subject person fields.
4. For the Employee Verification Letter HR service, fill in the Document type, PDF template, and Subject person fields.
5. Click Preview document.
6. In the window, click Generate.
   A document is generated and added as an attachment to the case.
7. Click Send Email.
   In the Send email window, the Recipient email field is auto-populated with the email ID of the subject person. Click OK.
   An email along with the generated document is sent to the intended recipient.