HR Case Management for legacy HR HR Case Management holds the details of HR requests, such as requests for information, and HR processes, such as onboarding and offboarding, in the non-scoped version of HR. Users can submit HR cases through the HR Service Portal. HR specialists, generalists, and managers can perform any of the following tasks. Create HR cases for employees to record the processing of HR requests, such as a request from an employee for a leave of absence. Create HR cases for automated HR processes, such as employee onboarding and offboarding. View HR case information and manage the overall HR workload. For example, a manager may work with all HR cases that are not assigned. HR cases can have one or more associated HR tasks to manage individual pieces of work within the case. Administrators can customize the predefined HR case processes such as inquiries, onboarding, and offboarding. New HR processes can be designed to meet your organization's requirements. For example, you may have a process for maternity and paternity leave requests that you can automate. Processes may vary depending on the employees they relate to, their teams, locations, positions, and other factors. For example, an onboarding process for a sales employee may differ from the onboarding process for an IT employee, and an employee who travels requires a laptop, but an employee based in the office is given a desktop. After a process is defined, the associated department can set up and maintain the rules and conditions for the process. Example HR request An employee named Alan wants to find out about the company's paternity leave policy. He also wants to discuss flexible working hours around the expected time of the birth of his child. Alan submits an HR request through the HR Service Portal asking about paternity leave policies and requesting a meeting to discuss flexible working hours. An HR case is created and assigned to an HR agent, such as a specialist or generalist, based on assignment rules. The HR agent processes the HR case, creating two HR tasks for this two-part request. Each task is assigned to the user who can process it. When all the tasks are completed, the HR case is closed. Create an HR case in legacy HRHR agents can create HR cases for employees, for example, if an employee calls with a question that must be investigated, in the non-scoped version of HR. Typically, employees use the HR Service Portal to create HR cases for themselves by submitting a request through the HR Service Portal or Catalog. Work on an HR case in legacy HRYou work on an HR case to answer the question or resolve the issue, in the non-scoped version of HR. You can use the HR Case Dashboard to review the priority and work on your assigned cases.Approve an HR case in legacy HRHR cases may require review and approval before the HR case process can proceed, in the non-scoped version of HR.View and manage HR cases in legacy HRYou can use the Case Management module to view and manage HR cases assigned to you, open and closed cases, as well as unassigned and all cases, in the non-scoped version of HR. View and manage HR tasks in legacy HRYou can use the HR Tasks module to view and manage tasks assigned to you, open and closed tasks, as well as unassigned and all tasks, in the non-scoped version of HR.HR dashboards and reports in legacy HRYou can use HR dashboards, reports, and other HR management modules to monitor and manage HR cases and employee satisfaction, in the non-scoped version of HR.