Configure HR transfer case

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.

Refer to the existing script includes as examples:

• hr_TransferCase
• ReclassifyCaseTransfer
• StandardCaseTransfer

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.

Procedure

1. Navigate to All > HR Administration > Transfer Case Configuration.
2. Select New.
3. Fill in the form.

   Table 1. HR Transfer Case Configuration

   Field	Description
   Name	The name of the HR case transfer type. The defaults are: Reclassify Standard
   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
   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. Note: When defining conditions like case sensitivity or null values, see APIGlideFilter - Scoped, Global.
   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.

4. Select Submit or Update.