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).