Test an assignment rule

Test a new assignment rule to verify that it works as intended.

Before you begin

Role required: admin, hr_admin, or hris_admin

Procedure

  1. Create a new HR case.
  2. Fill in the fields with data that matches the assignment rule conditions.
  3. Submit the HR case.
  4. Reopen the case and check that the correct assignment information was added.

What to do next

If the correct assignment information was not added, check to see whether you are using HR skills and if the user has the required skills.
  • Human Resources > Administration > Configuration: From the Assignment tab, check Auto-selection of agents for tasks requires them to have skills. If all or some is selected, continue to check the following options.
  • Human Resources > Catalog & Templates > Human Resources Templates: Look at the template that corresponds to the assignment rule to see what skills, if any, are required.
  • Human Resources > Catalog & Templates > Manage HR Skills: Find the HR user who will be assigned the case and click the Skills: # button to see whether the required skill is assigned. If not, check the box to assign it, and click Save.
After verifying that the necessary skills are assigned to the correct users, test the assignment rule again.