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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Send an email notification after reassignment

After you reassign an agent to an HR case, you can send an email to notify the agent.

Before you begin

Role required: sn_hr_core.case_writer

Procedure

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

  2. Select a case for which you want to send an email.

  3. Select the Search icon (

Image omitted: magnifying-glass.png
Lookup using list icon\) next to the **Assigned to** field.
  1. Select an agent.

  2. Select the Open record icon (

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Open Record icon\) next to the agent's name.
The agent's details are opened in a new tab.
  1. In the Email field, select the Email icon (
Image omitted: envelope-outline.png
Email icon\).
  1. Add a Subject line and compose the mail in the space provided.

  2. Select Send.