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Employment records from HCM are sent to Salesforce on the Effective Date listed in HCM. So, for If you need to create a case for a future-dated hireshire, you will not be able to create a case following the normal case creation process. Follow the below steps to create a case for a future-dated hire.

*Click on the images below to enlarge

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1. From the Homepage, click on the New button

   

2. Populate the details of the Pay Differential or Percent of Time Change

   • Additional Details section

   • Click the Save button

     

3. Add the Case Contact by clicking on the New Case Contact button

   

4. Search for the Case Contact

   • Click on the Search All Contacts tab

   • Search by name, EID, etc.

   • Select the Contact’s radio button

     

5. Click the Next button

   

6. Populate basic employment data

   • Optional Employment Data

     • Hourly/Monthly Rates (for Pay Differential cases)

   • Required Employment Data

     • Employment Record #

     • Department ID

     • Position Number

   • Click the Save button

     

7. Click the case number to go to the case record page

   

8. Create a task to reassign the Case Contact in the future

   • Click the New Task button

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     Activity tab

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   • Click on Create a task…

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   • Populate task information

     • Subject = Reassign the Case Contact to pull new employment information

     • Due Date = A

     couple days

     • day after the employee’s start date

       • The HCM → Salesforce integration

       sometimes takes a couple days

       • has a day lag.

     • Click the Save button

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9. COMPLETE - Your case is now populated with details, a Case Contact, and a task to reassign the Case Contact.

   

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Tasks to Reassign Case Contacts

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HCM will send the employee’s employment record data to Salesforce on the employee’s first day. Reassigning the Case Contact will “repopulate” the employment data of the Case Contact.

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There are two ways the system reminds you of the Tasks you created to reassign the Case Contact with the employment data:

1. Today’s Tasks report on your Homepage

   • You can toggle the view with the down arrow button to see upcoming, overdue, etc.

     

2. Case Contacts to Reassign report on the Dashboard

   • Reminder: You can click the Refresh button to get the most up-to-date data in the Dashboard.

   • This report will show the Team’s Tasks, not just your own.

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Reassigning a Case Contact

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