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Copy a response template to an HR case

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Copy a response template to an HR case

As an HR case writer, you can copy response template (formerly known as templated snippet) content to any field on an HR case form that meets the specified conditions.

Before you begin

Role required: sn_hr_core.case_writer

Procedure

  1. Navigate to HR Case Management > All HR Cases, and open one of the modules, such as Assigned to me or Open.
  2. Open the HR case.
  3. Click Responses to open the Response Templates side panel.
    Note: If the Responses button is not visible, make sure that a response template that meets the conditions for the open case is available to use. See Create or modify an HR response template for more information.
    Click Responses to open the Response Templates side panel.
  4. In the Response Templates side panel, you can select a template and copy it to the clipboard.
    In the Response Templates side panel, you can select a template and copy it to the clipboard.
  5. Once copied, you can paste the content to a field on the form, such as to Comments, or into an email that you send to the employee.
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