CSM 10.4 Documentation

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Customizing the HR Case Management Catalog Dashboard

The HR Case Management Portal includes the following category/subcategory structure for the HR Case Service Catalog:

Category Subcategory
Benefits 401k
Benefits Benefits Changes
Benefits Benefits Changes
Benefits Dental
Benefits FMLA
Benefits FSA/WageWorks
Benefits Holiday
Benefits HSA/Payflex
Benefits Leave of Absence
Benefits Leave of Absence
Benefits Life Insurance
Benefits Life Insurance
Benefits Medical
Benefits Medical Insurance
Benefits Name/Address Changes
Benefits New Hire Benefits Enrollment
Benefits Open Enrollment
Benefits Other
Benefits Other
Benefits Pension Plan
Benefits PTO
Benefits Sick Pay
Benefits STD & LTD
Benefits Vision
Employee Changes Contractor/Non-Employee Onboarding
Employee Changes Off-Boarding Involuntary
Employee Changes Off-Boarding Voluntary
Employee Changes Onboarding
Employee Changes Status change (i.e. PT to FT)
Employee Changes Status change (i.e. PT to FT)
Employee Changes Transfer/Promotion
Employee Relations Other
Employee Relations Share a Concern
HR System Access Request ADP
HR System Access Request ADP
HR System Access Request Greenhouse
HR System Access Request Greenhouse
Payroll Direct Deposit
Payroll Direct Deposit
Payroll Other
Payroll Other Payroll
Payroll Verification of Employment
Payroll Verification of Employment
Payroll W4
Performance Mgmt Development Plan
Performance Mgmt OKRs
Performance Mgmt OKRs
Performance Mgmt Other
Performance Mgmt Other
Performance Mgmt Performance Evaluations
Performance Mgmt Performance Review
Policies and Procedures Compliance
Policies and Procedures Forms
Policies and Procedures Other
Policies and Procedures Other
Policies and Procedures Policy Question
Policies and Procedures Quality and Safety
Talent Acquisition Greenhouse
Talent Acquisition Internal Job Posts
Talent Acquisition Interviewing
Talent Acquisition On-Boarding - Contractors/Non-Employees
Talent Acquisition On-Boarding - Employees
Talent Acquisition Open a New Job/Req
Talent Acquisition Other
Talent Acquisition Other
Talent Acquisition Referral Bonus
Talent Acquisition Requisition Request

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