There are two primary ways a Leave case can be created: 1) automatically by an employee emailing leave@colorado.edu, or 2) manually by a Leave Coordinator.
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Automatic Case Creation by an Employee Emailing Leave@Colorado.Edu
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The “All Unassigned Cases” report on the Homepage Dashboard.
The “Leave Team Queue” Case List View.
Manual Case Creation by an Leave Coordinator
Leave Coordinators can manually create a Leave case by following the below steps:
Search for the employee in the Global Search and hit Enter
You can search by name, EID, email, phone number, etc.
Click on employee’s Contact record
Lots of results will show up, but we specifically want to locate the Contact.
Contact Record Overview
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.
Cases will show the employee's active and closed Leave cases. You will also see the employee’s ER active/closed cases.
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.