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Transfer an HR case

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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

Procedure

  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. When you transfer an HR case from one HR service to another, some field values do not transfer to the new case.
    Note: Priority is transferred from the original case and does not override the HR template for the new HR case.
    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.

    See Email setup .

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