Cases serve as a vital tool for employees to effectively resolve organizational or work-related issues with the HR manager. In this guide, we explain how users can swiftly create, submit, and monitor the status of their cases in the system.
As an employee, you have several key functions:
Create and submit cases: Report any issues or requests about yourself.
Stay informed: Keep track of the cases you've reported and communicate with the case manager.
View cases: Monitor the status changes of the cases you have submitted in the Me section->Cases.
Manage assigned cases: Handle cases that have been assigned to you for resolution.
Create a case
The system provides two convenient methods for creating a case:
1. Quick creation: Click on the Quick add button at the top of the screen and select the Create a case option from the active menu.
2. Me section > Cases: Go to the Me section and navigate to Cases. In the top-right corner of the screen, you will find an option to create a new case.
Complete the case form
To ensure your case is organized and addressed effectively, follow these steps to complete the case form:
Choose the appropriate category created by the administrator to organize and address the case effectively.
Enter a descriptive title for your case in the Title field.
Provide detailed information about your case in the Description field.
If necessary, insert links or attach files related to the case to provide additional information to users working on it.
Click Save.
View cases
When you submit a case, it will be stored in the Me section under Cases in the Submitted by me category. This allows you to:
Monitor the status changes of the cases you have submitted.
Stay informed about any progress or updates regarding your submitted cases.
Manage assigned cases
If the resolution of a case is assigned to you, those cases will be stored in the Me section under Cases in the Assigned to me category. This allows you to:
Easily find and manage the cases that have been assigned to you for resolution.
Provide updates and resolve the cases efficiently, ensuring timely and accurate case management.
Case response notifications
When a response to a case is sent, the system automatically notifies the case author in two ways:
Email notification: An email is sent to the case author, informing them of the latest response or update to their case.
System notifications: A notification is also displayed in the Notifications bar within the system.
This dual notification system ensures that the case author is always informed of the latest changes and can quickly respond to the responses and comments associated with the case. This helps maintain effective communication and prompt resolution of cases.
