Page Comparison

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Manual Case Creation by an Leave Coordinator

Leave Coordinators can have the ability to manually create a Leave case by following the below steps:.

High-Level Overview

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Step-By-Step Process

1. Search for the employee in the Global Search and hit Enter

   1. You can search by name, EID, email, phone number, etc.

      

2. Click on the employee’s Contact record

   1. Lots of results will show up, but we specifically want to locate the Contact.

      

3. Contact Record Overview

   1. Contact/Biographical data comes from HCM every night. This data can not be edited in Salesforce--any edits to this data should be made directly in HCM.

   2. Cases will show the employee's active and closed Leave cases. You will also see the employee’s ER active/closed cases.

   3. Employment will show the employees employment record(s). This data is updated from HCM every night as well. You are not able to edit this data in Salesforce.
      

4. Select the appropriate Employment record

   1. An employee may have multiple employment records, so you will need to choose which record the case should be attached to.
      

5. Click the Create Case button

   1. The Case Contact “Type” will default to Primary Employee/Contact.

   2. Salesforce will copy/paste employment info and bio data to create a “Case Contact” for our case. You don’t need to edit any of this data.

   3. Click Save
      

6. Go to Case by clicking the Case Number
   

7. View Case

   1. The shell of your case has been created. You can now edit details, send emails, add case notes, etc.