Create an involved parties record

Capture information about people associated with the ER case. Involved parties can be the complainant, subject of the allegation, a witness, or other (undefined).

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. Involved Party form

    Field	Description
    HR case	The HR employee relations case number from the case you selected.
    Type	The type of involved party. Select: Complainant (the person or group that makes a complaint). Subject of allegation Witness Other
    Not in system	Option for indicating the involved party is not an employee of your company. Note: When you check this box, the Name field replaces the User field.
    User	The person who is the involved party. Only appears when you don't check the Not in system box.
    Name	The name of the involved party. Only appears when you check the Not in system box.

12. Click Save or Submit.
    • If you select Save, the Interviews and Corrective Actions tabs appear. For more information, see Schedule an interview in HR Service Delivery Employee Relations using the legacy UI.
    • Use the Corrective Actions tab to create and associate a corrective action record with an involved party. For more information, see Create an involved parties record.