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HR Service Delivery Agent Workspace integration with Universal Request › Agent Workspace › HR Service Delivery › Employee Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create an HR case from Universal Request in HR Service Delivery Agent Workspace

Create an HR case from a universal request record to restore service to a customer as soon as possible. After creating the HR case record, you can investigate potential solutions.

Before you begin

Role required: routing_agent and sn_hr_core.case_writer

Procedure

  1. Navigate to All > HR Case Management > HR Agent Workspace.

  2. Navigate to Universal Requests > All.

  3. Open the universal request record from which you want to create an HR case.

  4. Click Create HR case.

  5. Fill in the required fields on the HR case form.

    Note: The Employee Information field values are automatically copied from the universal request to the HR case.

    FieldDescription
    COEThe Center of Excellence
    HR serviceThe HR service type
    Opened forThe person the ticket is opened for
    Subject personThe subject person
    Work notesOther notes if any

  6. Click Submit.

    The HR case number appears in the Primary Ticket field on the universal request form, and the ticket is listed in the Associated Tickets related list. Also the universal request number from which the HR case is created appears in the Universal Request field on the HR case form.