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Transfer an HR case

Transfer an HR case

HR cases can be transferred in the event the case is submitted as a general case and/or is mis-classified upon creation.

  1. Open an existing HR case.
  2. From the Form Context Menu, select Transfer Case.
  3. From Transfer Case, select Center of Excellence (COE) and type of case.
  4. Select OK.
    The current case and its child tasks are closed when the case is transferred.