Creating a case from an HR case

Create additional cases directly from the HR case you're working on in the Agent Workspace for HR Case Management.

Before you begin

Role required: sn_hr_core.case_writer

A convenient and time saving feature of Agent Workspace for HR Case Management is having everything you need as an HR agent in one place.

To create a case, you don't have to leave a case you're working on and try to find it later. Create another HR case from:

• an HR case you're viewing.
• an HR profile that displays on the case you're viewing.

Procedure

1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
2. Select a case from which you want to create additional case.
3. Select the icon at the top right hand corner of the Details tab.
4. Select Create Additional Case.
5. In the new tab, search by name or case number to verify the employee requesting this case.
6. Select Next.
7. Enter the details like COE, HR Service and Opened for.
8. Select Create case.