Creating a case from an HR case

Create additional cases directly from the HR case you are working on in the Agent Workspace for HR Case Management.

Before you begin

Role required: sn_hr_core.case_writer

A convenient and time saving feature of Agent Workspace for HR Case Management is having everything you need as an HR agent in one place.

To create a case, you don't have to leave a case you are working on and try to find it later. Create another HR case from:

• an HR case you are viewing.
• an HR profile that displays on the case you are viewing.

Procedure

1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
2. Select a case from which you want to create additional case.
3. Click the icon at the top right hand corner of the Details tab.
4. Select Create Additional Case.
5. In the new tab, search by name or case number to verify the employee requesting this case.
6. Click Next.
7. Enter the details like COE, HR Service and Opened for.
8. Click Create case.