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    Home Orlando HR Service Delivery HR Service Delivery Case and Knowledge Management HR Administration Manage HR roles Add or modify escalation rules

    Add or modify escalation rules

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    Add or modify escalation rules

    You can create an escalation process to assign HR cases to HR agents with the appropriate skills.

    Before you begin

    Role required: sn_hr_core.admin

    About this task

    You can create an escalation process to assign HR cases to HR agents with the appropriate skills. Ensure that the following items are in place to use HR tier escalation rules.
    • The HR tier escalation rules are set up correctly.
    • The email address for the tier group is correct.
    • The correct roles are assigned to the tier. Roles, groups, skills, and location determine the group a case is escalated to.

    The following procedure describes how to create and edit HR tier escalations used when cases are assigned to HR groups.

    Procedure

    1. Navigate to HR Administration > Manage Roles > Escalation Rules.
    2. Click New or open an existing escalation tier.
    3. From Escalate from, click the Lookup using list icon and select an existing tier or click New to create a new tier. This tier contains HR agents that have fewer skills than the next tier.
    4. From Escalate to, click the Lookup using list icon and select an existing tier or click New to create a new tier. This tier contains HR agents that have more skills than the previous tier.
    5. Click Submit to save your changes.
      Click an Escalate from or Escalate to group to view group information.
    Related tasks
    • Manage HR Groups

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      Add or modify escalation rules

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Add or modify escalation rules

      You can create an escalation process to assign HR cases to HR agents with the appropriate skills.

      Before you begin

      Role required: sn_hr_core.admin

      About this task

      You can create an escalation process to assign HR cases to HR agents with the appropriate skills. Ensure that the following items are in place to use HR tier escalation rules.
      • The HR tier escalation rules are set up correctly.
      • The email address for the tier group is correct.
      • The correct roles are assigned to the tier. Roles, groups, skills, and location determine the group a case is escalated to.

      The following procedure describes how to create and edit HR tier escalations used when cases are assigned to HR groups.

      Procedure

      1. Navigate to HR Administration > Manage Roles > Escalation Rules.
      2. Click New or open an existing escalation tier.
      3. From Escalate from, click the Lookup using list icon and select an existing tier or click New to create a new tier. This tier contains HR agents that have fewer skills than the next tier.
      4. From Escalate to, click the Lookup using list icon and select an existing tier or click New to create a new tier. This tier contains HR agents that have more skills than the previous tier.
      5. Click Submit to save your changes.
        Click an Escalate from or Escalate to group to view group information.
      Related tasks
      • Manage HR Groups

      Tags:

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