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Configure an HR case template for an HR service

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Configure an HR case template for an HR service

Create or modify an HR case template for an HR service to automatically populate fields on the HR case form when a request for that service is made.

Before you begin

Role required: sn_hr_core.admin

Procedure

  1. Navigate to HR Administration > HR Services > HR Service Configuration.
  2. Open the HR service.
  3. Open the HR template for that service.
    Note: To create a new HR case template for the HR service, click the Lookup icon, and then click New.
    Open the HR case template for the HR service.
  4. Fill in the fields on the form, as appropriate.
    Note: This is the new UI form view. To switch to the classic UI, click Switch to Classic UI in the form header.
    Table 1. HR Case Template form
    Field Description
    Name Name of the HR case template.
    Active Check box to activate the HR case template for use.
    COE Name of the HR case table (COE) that the HR case is categorized under when a request for that HR service is made.
    Note: Make sure that the COE for the HR case template matches that of the associated HR service.
    Owning group Group that is responsible for the HR case template.
    Short Description Short description that appears on the HR case form when a request for that HR service is made.
    Priority Priority assigned to the HR case when a request for that HR service is made.
    Assignment type Assignment of the HR case when a request for that HR service is made. You can assign the HR case to a user, skill, or group. Select one of the following:
    • Named user: In the Assigned to field, select a user.
    • Skills/Assignment group: In the Skills or Assignment Group field, select a skill or group.
    Add field Fields to automatically populate on the HR case form when a request for that HR service is made. Select one or more fields from the Add field list and provide the desired values. For example, you can add the State field to set a default case state or add the PDF Template field to select a document for cases that require a document acknowledgement or signature.
  5. Click Submit or Update on the HR template form.
  6. Click Update on the HR service form.
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