Create an HR Case (User)

  1. Access the ESM or Human Resources Portal page (the URL will differ by customer) and log in. From here you can view your HR cases, click on links for forms and information, or select a quick box to be directed to other sites as appropriate.
  2. Select Search the HR Knowledge Base for articles or Ask HR to be directed to the HR Service Catalog (there are no OOTB Knowledge articles in Cherwell HR Case Management).
  3. After you select an HR Category and Subcategory, a blank case template will open. Enter the relevant information and click Submit to open a new HR Case.
    As the HR Case gets processed, the Status bar will reflect the HR Case phase.