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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 an allegation record

Use Allegations to provide additional details for an ER case.

Before you begin

Role required: sn_hr_er.case_writer

Procedure

  1. Navigate to the Allegations tab in Core UI.

    1. Navigate to All > Employee Relations > Cases.

    2. Select an ER case.

    3. Scroll down to the related list and select the Allegations tab.

    4. Select New.

  2. Navigate to the Allegations tab in Agent Workspace for HR Case Management.

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

    2. Select the Lists icon (

Image omitted: agent-ws-hr-list-icon.png
Lists icon\).
3.  In the ER category, select an ER case.

4.  Select the **Allegations** tab.

5.  Select **New**.
  1. Fill in the form.
FieldDescription
HR caseThe HR case number associated with the allegation.
Allegation typeThe allegation type describing the ER case. Allegation subtypes further describe an allegation. Allegation types are:- Customer Mistreatment - Discrimination - Drugs and Alcohol - Fraud and Theft - Harassment - Interpersonal Conflict - Misconduct - Retaliation - Wage and Scheduling - Workplace Violence
Allegation subtypeFurther describes an allegation type. Your choice of allegation subtype is dependent on what you select for allegation type.
DescriptionDetails about the allegation.

  1. Click Save or Submit.

    If an Involved Parties record of type Subject of Allegation exists, the Subject of allegation field in the allegation record is auto-populated, provided that only one subject of allegation exists.