Using Cherwell HR Case Management

The following procedure walks you through detailed step-by-step instructions for creating an HR case, including tips, optional steps, and behind-the-scenes information. The different contributors are noted in the procedure.

Good to know:

  • HR Cases can be created in several ways: via the End User Portal, inbound e-mail, or created manually. All the Dashboards (except Management) have a button to create a new HR Case. You can also create a new HR Case in the CSM Desktop Client by clicking File > New > New HR Case.
  • All new HR Cases default to the Owning Team in the Case Subcategory table.
  • The main pane displays HR Case information (Requestor, HR Case, Title, Descriptions, Priority, Category, and Subcategory).