Create HR Roles
Cherwell HR Case Management uses Roles to define User Dashboards. There are three Roles to configure.
To create a Role, perform the following steps:
- Open the Role Manager.
- Click the Create New button.
- Define general information for each of the roles listed below:
- Name: HR Case Agent
- Primary Object: HR Case
- Dashboard: HR Case My Work
- Name: HR Case Supervisor
- Primary Object: HR Case
- Dashboard: HR Case Team My Teams Work
- Name HR Management
- Primary Object: HR Case
- Dashboard: HR Case Management Oversight