Mastering Case Management

This recorded session gives a practical overview of the HR Case Management module. It shows how to view, filter and work on cases, add correspondence, and control exactly who can see each case and each entry. It also covers creating cases for yourself or for several employees at once, closing and reopening cases, and setting up the configuration behind it all: correspondence types, outcome types, priorities, statuses and case types.

It's ideal for HR teams and system administrators who manage employee relations cases or configure HR.

Use the video controls to view captions, chapters, fullscreen and speed settings

Related articles

• Case Management