Thank you for your feedback.
Form temporarily unavailable. Please try again or contact to submit your comments.

Transfer an HR case

Log in to subscribe to topics and get notified when content changes.

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.

Before you begin

Role required: sn_hr_core.case_writer


  1. Open an existing HR case.
  2. From the Form Context Menu, select Transfer Case.
  3. From Transfer Case, select the HR service you want the new HR case to be assigned.
  4. Select OK.
    The current case and its child tasks are closed when the case is transferred.
    A notification email is sent to the subject person with the closed case and transferred case information.
    Replies to the email are captured in the Comments section of the HR case. If the subject person replies to the email associated with the closed case, the reply is captured in comments in both the closed and transferred cases.