Create a bulk case request
Use bulk case request to create the same type of HR case, for multiple employees, without having to create the same case multiple times.
Before you begin
[Omitted video] Description: Create a bulk case request
Role required: sn_hr_core.admin
Note: Previously, the HR case writer (sn_hr_core.case_writer) role was required. Because bulk case creation involves a large number of cases, it was decided to change the required role to HR admin (sn_hr_core.admin).
Procedure
Navigate to All > HR Case Management > Bulk Case Requests.
Select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | The name that describes the bulk case request. |
| HR service | The HR service associated with the bulk case request.Note: When you create a user segment group, the fields from the HR service you select can appear similar to creating a new HR case. For more information, see Create a user segment group. |
| Status | The status of the bulk case request.The default is Draft and changes to Ready after you create and save the User segment groups tab. Note: At least one user must be included. The status changes to In progress after you select the Create cases button. |
| Create parent case | Indicates you want to create a parent case that is associated with the bulk cases. Check the Create parent case choice to create a parent case. |
| Opened by | The name of the user creating the bulk case request. |
| Selected user count | Shows the number of users selected for the bulk case request. Note: This field is empty until you create and save a user group segment. |
| Requested time | Shows the date and time your bulk case request was submitted to create cases.Note: This field is empty until you create a user group segment and select Create cases. |
Select Save.
The User segment groups and Cases created tabs appear.
Select New in the User segment groups tab.
For more information, see Create a user segment group.
Parent Topic:Creating bulk cases