Create an HR case for a lifecycle event

Create a lifecycle event case. A lifecycle event case is an HR case that is fulfilled by a lifecycle event. For example, the HR service for New Hire Onboarding is fulfilled by the lifecycle event for New Hire Onboarding.

Antes de Iniciar

Role required: sn_hr_le.case_writer

A lifecycle event administrator must have built the lifecycle event and created a corresponding HR service before you can create a case for that event. See Building a lifecycle event for more information.

Procedimento

1. Navigate to All > HR Case Management > Create New Case.
2. In the Search for Employee field, select the employee you are creating the case for.
   Nota:

   You can search by employee name, partial employee name, case number, or any indexed field on the HR Profile of the sys_user table.
3. On the HR case creation form, under the Case Details section, select the HR service you are requesting for the employee.
   
4. Click Create Case to create the HR case.
5. On the HR case form, fill in the fields on the form, as appropriate.
   For further details on the form fields, see Work an HR case.
6. Click Ready for Work to change the state from Draft to Ready.

O que Fazer Depois

After you create a lifecycle event case, you can track the case's progress and monitor the status of the individual activity sets and activities.

The following GIF shows an example of an in-progress lifecycle event case.

Nota:

You can drill down from the lifecycle event case list view to monitor the status of the individual activity sets and activities. You can also drill down from the individual event case form.