Creating a case shouldn't be difficult! That's why we've designed our case initiation to be as simple and as intuitive as possible!
Creating a new case
There are two ways to initiate a case:
The first option is to click on the "New Case" option on the Quick Actions menu:
The second option is to add a new case by clicking on the "+" button on the People screen:
After that, you will be redirected to the case initiation screen and you are now ready to start a new case. And and trust us when we say that the process is really simple, and it will only require a few clicks to finish creating a case!
Select a case type
The first step is to select a case type.
💡 Case types that are available in this step are based from the case types enabled on your company settings. See this article to know more on how to set up case types.
Select the employee
The next step is to select an employee that you will assign to the case. You can choose an existing employee by searching for their name, number, and email on the search box provided.
If you have Workday Integration or other HRIS integration setup this will search your HR system for a match.
Or you can create a new employee by clicking on the "+ Create New Employee" button.
Choose the location and dates
On the final step, input the Origin and Destination as well as the start and (optional) end date for the case.
💡Note: This section allows you to tag the case as a VIP or Restricted. Learn more about Case Tags here.
Fill out additional information
If you have Additional Information Data Collection enabled, You can fill them out in this section.
And that's it! Click "Next" and you will be redirected to your new case!
