Create an allegation record for HR Service Delivery Employee Relations in the legacy UI or Agent Workspace

Use Allegations to provide additional details for an ER case.

Before you begin

Role required: sn_hr_er.case_writer

Procedure

1. From the legacy UI, navigate to Employee Relations > Cases.
2. Select an ER case.
3. Scroll down to the related list and select the Involved Parties tab.
4. Select New.
5. From the HR Service Delivery Agent Workspace UI, navigate to HR Case Management > HR Agent Workspace.
6. Select the Lists icon ().
7. Select Other.
8. Select Employee Relations Cases.
9. Select an ER case.
10. Select New.
11. Fill in the form.

    Table 1. Allegation form

    Field	Description
    HR case	The HR case number associated with the allegation.
    Allegation type	The allegation type describing the ER case. Allegation subtypes further describe an allegation. Allegation types are: Customer Mistreatment Discrimination Drugs and Alcohol Fraud and Theft Harassment Interpersonal Conflict Misconduct Retaliation Wage and Scheduling Workplace Violence
    Allegation subtype	Further describes an allegation type. Your choice of allegation subtype is dependent on what you select for allegation type.
    Description	Details about the allegation.

12. Click Save or Submit.
    The Subjects of Allegation section appears.
13. Click the Lookup using list icon and the Involved Parties list appears.
14. Click New to add an involved party to the allegation.
    Or, search for specific names or type of involved party. For more information, see Create an involved parties record.
    The Outcome field appears.
15. Click into the field and select an outcome from the list.
16. Click Update or Save.