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:

1. Open the Role Manager.
2. Click the Create New button.
3. 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