Page Comparison

There are two ways Leave cases can be created:

1. Automatically by an employee emailing leave@colorado.edu

2. Manually by a Leave Coordinator.
   

*Click the images below to enlarge*

Automatic Case Creation by an Employee Emailing Leave@Colorado.Edu

When an employee emails leave@colorado.edu, a case will automatically get created. You can view these cases in two different places:

1. The “Leave Team Queue (Unassigned Cases)” report on the Homepage Dashboard

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2. The “Leave Team Queue” Case List View”

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Manual Case Creation by an Leave Coordinator

Leave Coordinators have the ability to manually create a Leave case.

High-Level Overview

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Step-By-Step Process

1. Search for the employee in the Global Search

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

   2. Hit Enter

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2. Click on the employee’s Contact record

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

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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.

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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.

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5. Click the Create Case button

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6. Select Case Contact Type

   1. Salesforce will copy/paste bio and employment data onto our new Case Contact record. You don’t need to do anything with this data.

   2. Salesforce defaults the Case Contact Type to “Primary Employee/Contact.” You can change this if you are creating a case by adding the Supervisor or HRL first.

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7. Go to Case by clicking the Case Number

   1. Salesforce drops you into your newly Case Contact record where you can see the bio and employment data that was copied over.

   2. Click on the Case Number to view your new case

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8. Case Record Overview

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

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