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Configure how HR cases are created

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Configure how HR cases are created

Use the Case Creation Configuration module to modify how search results for an employee appear and for configuring the HR case creation form.

Before you begin

Role required: sn_hr_core.admin

About this task

HR case creation has multiple steps:
  • Search for an employee or related case.
  • Create an initial HR case.
  • Complete the details of the case.

The Case Creation Configuration form modifies what information is returned from a search and what fields are required when first creating an HR case.

Note: Zing text search is used to search on indexed fields in the User [sys_user], HR Profile [sn_hr_core_profile], and HR Case [sn_hr_core_case] tables. Refer to Zing text indexing and search engine.

Procedure

  1. Navigate to HR Administration > Case Creation Configuration.
  2. Fill in the fields on the form, as appropriate.
    Table 1. Case Creation Configuration form
    Field Description
    Page size Use this field to determine the maximum number of search results for each page break when using the Search for Employee form.
    Note: The default is 10. When there are more than 10 search results, the form divides the results in chunks of 10. It does not limit the search results to 10.
    Minimum input length This field specifies the minimum number of characters that must be entered in the Search for Employee form to return results.
  3. In the Employee Search related list, you can change the default search behavior when searching by employee.
    Field Description
    Display table This field cannot be edited. Search uses the HR Profile [sn_hr_core_profile] table when displaying information for an employee.
    Limit users on search Check to add filter conditions to your search. For example, you can add a filter for only active users.
    Additional display fields Use to add fields that appear during a user search. The base system provides user department, user employee number, and user location when applicable.
    Links Enter a URL link configured in Link Generator. See Link generator for HR.
    User field This field cannot be edited and is used to determine what users to show for a search and show employee information.
    Force partial search Check so you can enter a partial name to return search results.
    You can enter a partial name to return results. For example, when searching for Abraham Lincoln, you can enter Abra to return search results.
    Note: When you leave this field unchecked, you must enter the whole word to match.
  4. In the Case Search related list, you can change the default search parameters when searching by case number.
    Field Description
    Case table This field cannot be edited. It shows the HR Case [sn_hr_core_case] table used for case search purposes.
    Limit cases on search Check to add filter conditions to your search. For example, you can add a filter for only active cases.
    User fields Use to add user fields to appear during a case search. The base system provides subject person, opened for, opened by, and watch list when applicable.
  5. In the Employee Information related list, you can change what fields appear in the Employee Information section of the Case Creation form.
    Field Description
    Left fields Determines the fields that appear on the left side of the Employee Information section of the Case Creation form. The base system shows the user name and user employee number.
    Right fields Determines the fields that appear on the right side of the Employee Information section of the Case Creation form. The base system shows the user email and user zip / postal code.
  6. In the Case Creation related list, you can indicate what default fields appear for the Case Creation form.
    Field Description
    Task create table This field cannot be edited. It provides the HR Case [sn_hr_core_case] table used to show default case creation fields.
    Limit services Check to create service conditions that filter what HR services are available for specific employees. For example, you may not want to offer 401 (K) benefits to employees outside of the US.
    Note: HR services work with HR criteria to select the correct HR service for the subject person on the HR case. When a subject person is selected for an HR case, these fields determine the HR services available. When no subject person is selected, only services with no criteria are shown.
    Left task fields Determines the fields that appear on the Case Details Section (CDS). The base system provides the COE and HR service fields and are non-configurable.
    Right task fields Determines the fields that appear on the right side of the CDS. The base system shows the Opened for and Subject person.
    Note: Removing the Subject person field from the form, or leaving it empty, limits the HR services available to employees without associated HR criteria.
    Bottom task fields Determines the fields that appear on the bottom of the CDS. The base system shows Work notes.
  7. In the Case Creation Service Configurations section, you can configure the HR case creation form for individual HR services. See Configure the HR case creation form for an HR service for more information.
  8. Click Save or Update.
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