Update Customer Function

The Update Customer button appears on several specifics forms, and it triggers a One-Step™ Action to update a customer record. As HR Cases progress, you may want to update customer records with the information you collect.

You might also choose to configure the One-Step Action to trigger an API call if you are running an integration with HRIS applications such as WorkDay or ADP.

Below is a list of Case Services and the customer record fields they can modify.

• Case Service: Onboarding Customer Updates
  • Building
  • Country Code
  • Department
  • Employee Status
  • First Date of Work
  • First Name
  • Home Phone
  • Last Name
  • Management Level
  • Middle Initial
  • Middle Name
  • Personal Email
  • Position Time Type
  • Title
  • Worker Type
• Case Service: Offboarding Customer Updates
  • Not Eligible for Rehire
  • Position Time Type
  • Resignation Date
  • Resigned
  • Retired
  • Retirement Date
  • Terminated
  • Termination Date
• Case Service: Employee Transfer Customer Updates
  • Building
  • Department
  • Employee Status
  • Exemption Status
  • Management Level
  • Position Time Type
  • Title
  • Worker Type
• Case Service: Change Information
  • Country Code
  • Emergency Contact Name
  • Emergency Contact Phone
  • First Name
  • Home Address 1
  • Home Address 2
  • Home City
  • Home Country
  • Home Phone
  • Home Postal Code
  • Home Province/State
  • Last Name
  • Marital Status
  • Middle Initial
  • Middle Name
  • Mobile
  • Personal Email