There are many components of a Leave case and many actions you can do in a Leave case. This page will go over some of the basic components of a Leave case while the links above will walk you through specific case actions.
Components of a Leave Case Record
Case Status Bar Section
This status bar allows you to state the Status of a case. You can skip statuses or revert back to old ones.
When selecting some of the statuses (ie: Awaiting HRSC Audit or Closed), the system may force you to populate some information.
Case Information Section
This will most likely be the first section you edit in your case.
Case Owner: This identify who owns the case. You can change the Case Owner at any time by click the Change Owner button.
Identifying the Case
Inquiry Type: Either Case or Question
Type: Select between FMLA - Employee, FMLA - Family, OJI, Parental - Employee, or Parental - Family
Subtype: Only applicable to Parental Leave types
Parent Case: If applicable, you can connect a smaller case to a larger Parent case.
Status: In addition to the Status bar (see above), you can edit the case Status here.
Description: By default, this will copy the text of the employee’s original email. You can clear this once you have reviewed to reduce the amount of space it takes up.
Case Details Section
Based on how you identified your case by Inquiry Type and Type, Salesforce will only display applicable “Case Details.”
If your Inquiry Type = Question, this section will be blank.
Case Close Details Section
This section will generally be filled out when you are closing a case, but the fields can be populated at anytime.
Certain Case Close fields will only display based on the case Type.
The only Case Close fields for Question cases will be: Case Closure Reason and Case Closure Reason Comments.
Employee Information Section
This section is populated by whoever is identified as the Primary Employee/Contact of the case.
Cherwell & Cherwell Details Section
This section will only show up for cases that were brought over from Cherwell. We didn’t want to lose this data, so we are preserving it here.
System Information
This system is mostly a catch-all for back-end/technical information about the case. However, there are some fields that may be helpful to Leave Coordinators:
ER Case Number: You are able to identify an ER case number if there is a connected ER case.
Sharepoint HRI Case Number: Despite the name of this field, this case number is the Cherwell case number, and will only be populated for cases that came over from Cherwell.
Legacy Data: Similar to the preceding field, this field will only be checked if the case came over from Cherwell.
