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Employee Relations

Employee Relations

Follow employee relations requests

Create cases and follow dependant requests in the appropriate workspace.

Before you begin

Choose the designated case or dependant-request workflow. Only include information appropriate to that record and its access controls.

Follow employee relations requests

  1. Open Employee Relations and choose Cases or Dependant requests.

  2. Create a case or open an existing record.

  3. Add the required details and follow the case’s activity and status.

  4. Authorized administrators review dependant requests and case follow-up.

Key concepts & fields

ConceptWhat to know
CaseA record for employee relations follow-up, with its own details, activity, and status.
Dependant requestA separate request workflow for dependant information.
AccessCase visibility is permission controlled; employee Timeline notes are a different, employee-visible area.

Troubleshooting

A case cannot be found

Confirm the case reference and your access with an authorized administrator.

A request is awaiting follow-up

Open its detail record and inspect its current status and recorded activity before submitting another request.