---
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


---

# Transfer an HR case

# Transfer an HR case {#ariaid-title1}

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

You can create and use methods to reclassify or transfer an opened HR case from one HR
service to another. Oftentimes an HR case opens as a General Benefits Inquiry. After
investigating, you can transfer it to the applicable HR service.  
The base system includes two scenarios that agents can use when transferring HR cases from one service to another: Reclassify and Standard.{#reclassify-hr-case__table_tkd_4fy_hgc__entry__3}

| Functionality | Reclassify | Standard |
|-|-|-|
| HR case number | Does not change The system closes the original case, creates a new one with the same number, and changes the number in the original case. This ensures that the subject person continues to see the same case number. | Changes The system closes the original case and creates a new case. The subject person sees a different case number. |
| Links | Redirect to the new case | Do not redirect from the original case to the new case |
| Notification emails | Not sent | Sent to the subject person with closed and transferred case information |
[Table 1. Differences between transfer scenarios]

{#reclassify-hr-case__table_tkd_4fy_hgc}  
The following apply to both Reclassify and Standard transfer scenarios:

* Fields from the current case are copied and moved to the new case.  
  Note:  
  The sn_hr_core.transfer_case.ignored_fields sys property can be set with fields that are not copied in an HR case transfer.
* Work notes copy from original case to new case.
* Attachments are copied and moved from the current case to the new case.
* Previous interaction records from the current case are copied and moved to the new case.
{#reclassify-hr-case__ul_xjw_lhq_3mb}

The sn_hr_core.reclassify_default_transfer sys property determines the default method to use after upgrade. For more information, see [HR properties](https://www.servicenow.com/docs/xIrSiscumTiJ3W7PRiN6dQ "HR properties control the behavior of HR Service Delivery.").

You can configure additional transfer case scenarios by following these steps: [Configure HR transfer case](https://www.servicenow.com/docs/tQANH~M_zC3ljRdyVS6Kuw "The base system provides examples of HR transfer case configuration types. You can also create your own.").
* **[Configure HR transfer case](https://www.servicenow.com/docs/tQANH~M_zC3ljRdyVS6Kuw)**   
  The base system provides examples of HR transfer case configuration types. You can also create your own.
* **[Move an HR case from one HR service to another](https://www.servicenow.com/docs/~~iX5J6HCrfdSSnKjcmI9A)**   
  You can reclassify an HR case that you originally create under one HR service but want to move it under a different HR service.