Create or modify an HR case template

HR case templates are based on sys templates, but have a custom UI to reduce complexity.

About this task

HR case templates are used to auto-populate information for HR cases.
Note: You can access legacy HR Templates by clicking on the Switch to Classic UI button.

Procedure

  1. To create or modify an HR template, navigate to HR Administration > HR Services > HR Templates.
  2. Click New or an existing template to modify it. Alternatively, to modify an HR template, navigate to HR Administration > HR Services > HR Service Configuration to access an HR Service form. Click the search icon icon next to the Template field. The HR Case Template form opens. Clicking New takes you to the legacy, native template page. Clicking on an existing template name takes you to the HR Case Template form.
    Table 1. HR Case Template form fields
    Field Description
    Name Unique and descriptive name for this template.

    The name referenced from the HR Service Configuration form and how the template is applied to an HR case. When you create an HR Service, the name auto-populates. Refer to Create or modify HR services.

    Active Check to make template available for use.
    COE The Center of Excellence (COE) the case belongs to. The COE automatically displays and comes from the HR Service form.
    Owning Group Select the group responsible for the case template. Owning Groups are defined in the Manage Owner Groups in the Lifecycle Eventsmodule.

    Refer to Create or modify Lifecycle Events owner groups.

    Short Description

    Enter a short description that appears on the HR case.

    Skills

    Select the skills of an HR employee appropriate for this type of case. Skills help determine case assignment.

    Assignment Group

    Select the HR group assigned to the case. Assignment groups manage and resolve the HR case.

    Refer to Manage HR Groups.

    Priority Select the priority assigned to an HR case by default. Priority determines the impact and urgency for HR case completion.
    State This field only appears for templates that require a default case status. Click Add field to add this field on the template.

    The default state of the HR case when it is created.

    PDF Template This field only appears for templates that require a document. Click Add field to add this field on the template.

    Select a document or letter for HR cases that request a signature or document acknowledgement.

    Workflow This field only appears for templates that require a workflow. Click Add field to add this field on the template.

    Select the workflow assigned to the HR case by default. Workflows automate multi-step processes.

    Refer to Workflow.

    Add field Click to add fields to the HR Case Template.
    Note: You can control what fields are available. Go to sys_properties.list in the Navigation bar. Search for sn_hr_core.template_exclude_fields. To exclude a field, enter the field names separated by commas in the Value field.
  3. Click Save to save your work and remain on the HR Case Template form or click Submit to save the HR case template and assign it to the HR Service.