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Edit the HR case template for an HR catalog item

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Edit the HR case template for an HR catalog item

Edit the HR case template for an HR catalog item to automatically populate fields on an HR case form when a request for that item is made.

Before you begin

Role required: sn_hr_core.admin

Procedure

  1. Navigate to HR Administration > HR Services > Manage HR Catalog.
  2. Hover over the HR catalog item and click Edit Case Template.
    Edit the HR case template for an HR catalog item
  3. 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.
  4. Click Update.
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