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

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Configure HR transfer case

# Configure HR transfer case {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

The base system provides examples of HR transfer case configuration types. You can
also create your own.

## Before you begin

Role required: sn_hr_core.admin

## About this task

If you are creating a transfer case configuration, you must also create a script include to implement the sn_hr_core HR case transfer extension point. For more information, see [Registering custom script includes against the scripted extension
points](https://www.servicenow.com/docs/access?context=impl-scripted-ext-pts-base-code&version=xanadu&pubname=xanadu-api-reference&ft:locale=en-US).  
Refer to the existing script includes as examples:

* hr_TransferCase
* ReclassifyCaseTransfer
* StandardCaseTransfer
{#config-hr-transfer-case__ul_gz5_2qs_m3b}

The hr_TransferCase script include provides a list of fields ignored in the transfer and acts as a utility for the other two script includes.  
Note:  
Refer to [Script includes](https://www.servicenow.com/docs/access?context=c_ScriptIncludes&version=xanadu&pubname=xanadu-application-development&ft:locale=en-US).

## Procedure

1. Navigate to AllHR AdministrationTransfer Case Configuration.
2. Select New.
3. Fill in the form.  
   {#config-hr-transfer-case__table_o31_kh1_nhb__entry__2}

   | Field | Description |
   |-|-|
   | Name | The name of the HR case transfer type. The defaults are: * Reclassify * Standard {#config-hr-transfer-case__ul_p2x_nms_m3b} |
   | Display text | The HR case transfer type that appears on the Transfer Case menu from the HR case form. The defaults are: * Transfer with existing case number * Transfer to a new case number {#config-hr-transfer-case__ul_l5s_rms_m3b} |
   | HR criteria | Defines what HR agents can view and use this transfer type when performing an HR case transfer from the HR case form. See [HR criteria](https://www.servicenow.com/docs/AITKZivowzf4X~wfyY4JgQ#hr-criteria "HR criteria defines the audience for HR content, services, or cases. You can make information available to or create an HR case for specific groups, individuals, or to all employees using HR criteria."). Note: When defining conditions like case sensitivity or null values, see API[GlideFilter - Scoped, Global](https://www.servicenow.com/docs/access?context=c_GlideFilterScopedAPI&version=xanadu&pubname=xanadu-api-reference&ft:locale=en-US). |
   | Is default | Indicates that the transfer type is the default and appears first in the Transfer Case menu from the HR case form. Note: To mark a transfer type as the default, click the Set as Default button at the bottom. |
   | Active | Indicates if the HR case transfer type is active and available for use. Inactive indicates that the transfer type does not appear in the Transfer Case menu from the HR case form. |
   [Table 1. HR Transfer Case Configuration]

   {#config-hr-transfer-case__table_o31_kh1_nhb}
4. Select Submit or Update.

*[\>]: and then