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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Specify a user segment group for a bulk case request in Agent Workspace for HR Case Management

# Specify a user segment group for a bulk case request in Agent Workspace for HR Case Management {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a user segment group to specify in a bulk case request the users for whom a case will be created. You can specify values for a group of users or specify multiple segments with different values for different groups of
users.

## Before you begin

Role required: sn_hr_core_admin

## Procedure

1. Navigate to AllHR Case ManagementAgent Workspace for HR Case Management.
2. Select the Lists icon (![HR Workspace Lists icon]()).
3. Select Bulk case requests.
4. Select the bulk case request.
5. Select Create segment group.
6. On the form, fill in the fields.  
   {#segment-group-aws__table_b5f_bhz_bbc__entry__2}

   | Field | Description |
   |-|-|
   | Label | Label that describes the user segment group. |
   | Opened for | Employee to be assigned as the Opened for person on each case. For example, for an onboarding bulk case request, you would select the hiring manager. |
   | Work notes | Further details about the user segment. |
   [Table 1. Create user segment group: details table]

   {#segment-group-aws__table_b5f_bhz_bbc}
7. Select Next.
8. Indicate how you will indicate which users the bulk case request will create cases for in the Filter by field.

   | Data source | Description |
   | File | Upload a file with user names or email addresses. 1. Select the file type in the Template file type or, for a pre-formatted Excel spreadsheet, select Download template. * User name template - A file containing user names. * Email template - A file containing email addresses. {#segment-group-aws__ul_fmv_mb2_gbc} 2. Find and select the file you're uploading by selecting +Add File. 3. Select Upload. 4. Select Process file. {#segment-group-aws__ol_c2f_mb2_gbc} |
   | HR criteria | Criteria based on conditions defined by the HR Profile \[sn_hr_core_profile\] or User \[sys_user\] tables. |
   | User criteria | Criteria based on role, department, group, location, or company. |
   | HR profile | Condition based on the HR profile \[sn_hr_core_profile\] table. |
   | Users | Conditions based on the User \[sys_user\] table. |
   |-|-|

   {#segment-group-aws__choicetable_nwr_13z_bbc}
9. Select Create segment group.  
   The Bulk Case Request form is displayed with the user segment group you created.  
   Note:  
   You can still review and edit your user segment group. For more information, see [Review users in a user segment group](https://www.servicenow.com/docs/hVdsjWkRRpmhaDvKcPZing "After creating a user group segment, review and edit users before you create cases.").

*[\>]: and then