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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Ad hoc cases and tasks for lifecycle event cases

# Ad hoc cases and tasks for lifecycle event cases {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read

You can add an ad hoc task or case to an active lifecycle event case and associate it to
a specific activity set. When tasks are added they appear for the subject person under
My Tasks or the Review your work in the Employee Center or Employee Center Pro.

Lifecycle events are a collection of activities (services, tasks, requests, notifications,
etc.) that are organized to provide an employee experience. Examples of an employee experience
are new hire onboarding or when an employee takes parental leave. In a lifecycle event, all
employees that are part of a specific audience go through the same experience.  
Ad hoc tasks or cases are not part of an original lifecycle event configuration. Ad hoc tasks or cases can be added to an existing stage or bundle of a lifecycle event that is in progress and active.  
Note:  
You cannot add a task or case to a closed or completed activity set.

When an agent adds an ad hoc task or case, it also becomes visible to the Subject person in the
Employee Center or their mobile device. This allows the Subject person of a case
to perform a task or respond to a request.

Adding an ad hoc case or task to an active lifecycle event case provides agents with
flexibility that does not disturb the original structure.  
Examples of when an ad hoc task or case are useful:

Extend family leave
:   An employee is on parental leave, but wants to extend their leave.
:   An agent can add a new case to the employee's parental leave lifecycle event that extends
    their leave.
:   Adding a new case that extends an employee's parental leave becomes a child case of the
    parent lifecycle event case.

Changing personal information during onboarding
:   Another example is when a new hire is going through the onboarding process of a lifecycle
    event.
:   A new hire wants to change personal information, but there is no way to do this while
    onboarding.
:   An agent can create a new task for the new hire that appears in the current activity set as
    a to-do.

Required plugins
:   To use the lifecycle event ad hoc feature, the following plugins are required:

    * Human Resources Scoped App: Core \[com.sn_hr_core\]
    * Human Resources Scoped App: Lifecycle Events \[com.sn_hr_lifecycle_events\]
    {#le-ad-hoc-task__ul_xgv_tlb_3sb}

Optional plugins
:   The following plugins are optional that allows you to create or view ad hoc tasks or case
    in alternative places:

    * Human Resources Scoped App: Workspace \[com.sn_hr_agent_workspace\]
    * Playbook Experience \[com.playbook_experience\]
    {#le-ad-hoc-task__ul_jnr_zlb_3sb}

## Create an ad hoc case or task {#ariaid-title2}

You can create a case or task and add it to a stage (bundle) while a lifecycle event
is in progress.

### Before you begin

Role required: sn_hr_le.case_writer

### Procedure

1. Navigate to AllLifecycle EventsLifecycle Events Cases.
2. Select a case that has a state that is active (for ad hoc tasks only).  
   Note:  
   To add an ad hoc case, the lifecycle event case cannot be in the Closed Complete, Closed Incomplete, or Cancelled, states.
3. Scroll down to the Related Links section of the case form.
4. Select Add a child case or Add task.  
   For more information, see [Create an HR case for a lifecycle event](https://www.servicenow.com/docs/wtPrF7dcHwcXH0Ql1KfGcA "Create a lifecycle event case. A lifecycle event case is an HR case that is fulfilled by a lifecycle event. For example, the HR service for New Hire Onboarding is fulfilled by the lifecycle event for New Hire Onboarding.") and [Adding an HR task to an HR case](https://www.servicenow.com/docs/MfZ9cUk_LVS1nJgGV18YVA "You can add, view, or work on HR tasks assigned to HR cases.").
5. After filling in the required fields, ensure you select a value from the Stage field.  
   For an HR case, the Stage field is located in the Case Details section. For an HR task, the Stage field is between the Template and Display order fields.  
   If you do not associate a task or case with a stage in the lifecycle event, the task or case becomes a child of the parent case, but is not included in the lifecycle event.  
   Note:  
   Stage is also known as an activity set or bundle. For more information, see [Configure a lifecycle event activity set](https://www.servicenow.com/docs/3PD7VHJRvjtQU0CEjfbsKw "Create or modify a lifecycle event activity set to define a container for a group of activities.").

*[\>]: and then