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Using HR Service Delivery Employee Relations › Employee Relations › Case and Knowledge Management › HR Service Delivery › Employee Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a corrective action

Create a corrective action record for an ER case.

Before you begin

Role required: sn_hr_er.case_writer

Procedure

  1. Create a corrective action using one of the following options:
UISteps
From Core UI
  1. Navigate to All > Employee Relations > Cases.
  2. Select an ER case.
  3. Scroll down to the related list and select the Corrective Actions tab.
  4. Select New.
From the Agent Workspace for HR Case Management UI
  1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
  2. Click the Lists icon (
    Image omitted: agent-ws-hr-list-icon.png
    HR Workspace Lists icon).</li>
  3. In the ER category, select an ER case.
  4. Select More tabs.
  5. Select the Corrective Actions tab.
  6. Click New.
  1. Fill in the form.
FieldDescription
NumberThe number identifying the corrective action record. The system automatically assigns the corrective action numbers and you cannot change it.
HR caseThe HR ER case number associated with the corrective action.Note: If you access corrective actions from an HR ER case, the number automatically appears.
Involved partyThe person the corrective action is for.Click the Lookup using list icon
Image omitted: magnifying-glass.png
Lookup using list icon and select from the list.
Corrective action typeThe corrective action for this ER case. Select from the list:- Verbal warning - Written warning - Suspension - Termination
StatusThe status of the corrective action. - Draft - Ready - In progress - Completed
Discussion date \(yyyy-MM-dd\)Select the date of the corrective action discussion.
Discussion held byThe lead user of the corrective action discussion. Click the Lookup using list icon
Image omitted: magnifying-glass.png
Lookup using list icon and search for the person who led the discussion.
Also presentIdentifies other people that were part of the discussion.Click the Add me icon
Image omitted: icon-hr-add-me.png
Add me icon to add yourself or the <strong>Unlock additional parties</strong> icon [Omitted image "icon-hr-unlock-add-parties.png"] Alt text: Unlock additional parties icon to add yourself or other people.</td></tr><tr><td>
Due date \(yyyy-MM-dd HH:mm:ss\)		The date and time the corrective action is complete.
DescriptionNotes and information on the corrective action meeting.
  1. Click Save or Submit.