---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/employee-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Generate case fulfillment plan

# Generate a fulfillment plan {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Auto-generate a fulfillment/execution plan for a case. Accelerate the resolution process by providing planning support to HR agents.

## Before you begin

Role required: sn_hr_core.case_writer, now_assist_panel_user

You can generate a case fulfillment plan from either Core UI or Agent Workspace for HR Case Management.

## Procedure

1. Navigate to WorkspacesHR Agent Workspace.  
   Alternatively, you can navigate to AllHR Case ManagementAll HR Cases.
2. Open an HR case that is assigned to you.
3. Select Generate plan.  
   Note:  
   This option appears only for the HR service of Fulfillment type: Manual. It does not appear for the Employee Relations and Life Cycle Events cases.  
   The AI agent creates a fulfillment plan for a given HR case by fetching HR case details, employee details such as location and designation, relevant KB articles, and case fulfillment instructions, and resolution notes of similar past cases.
4. Choose one of the following options:  
   * Type Accept to publish the AI-generated fulfillment plan to the work notes of the case.
   * Type Edit to interactively revise the AI-generated fulfillment plan through a conversational interface.
   * Type Dismiss to discard the AI-generated fulfillment plan.
   {#generate-rp__ul_gyf_h2g_jgc}  
   Figure 1. Example of AI-generated fulfillment plan on Core UI Figure 2. Example of AI-generated fulfillment plan on Agent Workspace for HR Case Management

*[\>]: and then