Transfer an HR case

HR cases can be transferred from one HR service to another after being submitted.

Before you begin

When an HR case is submitted for an incorrect service, it can be transferred.
Note: After transferring a case, the original case and any child cases and tasks are canceled.

Procedure

  1. Open a case to transfer from one HR service to another.
  2. From the Form Context Menu, select Transfer Case.
  3. A warning displays.
  4. From Transfer case to, select the correct HR service.
  5. Click OK. A new case is opened for the selected service.
    The original case is referenced in the new case.