Create a user segment group to specify in a bulk case request the users for whom a case will be created. You can specify values for a group of users or specify multiple segments with different values for different groups of
users.
Before you begin
Role required: sn_hr_core_admin
Procedure
-
Navigate to .
-
Select the Lists icon (
).
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Select Bulk case requests.
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Select the bulk case request.
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Select Create segment group.
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On the form, fill in the fields.
Table 1. Create user segment group: details table
| Field |
Description |
| Label |
Label that describes the user segment group. |
| Opened for |
Employee to be assigned as the Opened for person on each case. For example, for an onboarding bulk case request, you would select the hiring manager. |
| Work notes |
Further details about the user segment. |
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Select Next.
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Indicate how you will indicate which users the bulk case request will create cases for in the Filter by field.
| Data source | Description |
|---|
| File |
Upload a file with user names or email addresses.
- Select the file type in the Template file type or, for a pre-formatted Excel spreadsheet, select Download template.
- User name template - A file containing user names.
- Email template - A file containing email addresses.
- Find and select the file you’re uploading by selecting +Add File.
- Select Upload.
- Select Process file.
|
| HR criteria |
Criteria based on conditions defined by the HR Profile [sn_hr_core_profile] or User [sys_user] tables. |
| User criteria |
Criteria based on role, department, group, location, or company. |
| HR profile |
Condition based on the HR profile [sn_hr_core_profile] table. |
| Users |
Conditions based on the User [sys_user] table. |
-
Select Create segment group.
The
Bulk Case Request form is displayed with the user segment group you created.