Exploring Agent Workspace for HR Case Management
Use Agent Workspace for HR Case Management to manage your employee HR requests from one place.
Agent Workspace for HR Case Management home page
The Home page is the starting point in exploring Agent Workspace for HR Case Management. On the left hand side you will see a list of icons. You can access these icons from any screen.
The Home page shows high priority cases, cases at risk for violating service level agreements (SLA), and cases with recent changes.
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Home page displaying high priority HR cases, cases at risk for SLA violations, and cases with recent changes, with navigation icons on the left
Home page displaying high priority HR cases, cases at risk for SLA violations, and cases with recent changes, with navigation icons on the left
| Number | Agent workspace elements | Description |
|---|---|---|
Image omitted: one.png HR Agent Workspace Home page callout 1 | Home icon | The Home page provides you with an overview of your work at a glance. It provides you with information that can help you decide what you should act on first, like HR cases and items that affect your team. |
Image omitted: two.png HR Agent Workspace Home page callout 2 | Learning icon | Learning helps you explore and manage coursework, view course activity and history, and engage with career development content through customizable catalogs from various sources. |
Image omitted: three.png HR Agent Workspace Home page callout 3 | Lists icon | The lists provide you with a view into all HR cases. You can filter and sort by what is relevant to you. Select to view a list of HR cases, interactions, HR tasks, and more. For more information, see Lists in Agent Workspace for HR Case Management. |
Image omitted: four.png HR Agent Workspace Home page callout 4 | Analytics Center | The Analytics Center provides an overview of your most important dashboards and data visualizations along with a place for you to ask questions about analytics. For more information, see Platform Analytics overview. |
Image omitted: five.png HR Agent Workspace Home page callout 5 | Calendar icon | Use the Calendar to see work schedules and assignments, add personal events or shift swap requests or approvals. |
Image omitted: six.png HR Agent Workspace Home page callout 6 | Tabs | Tabs display lists, HR case numbers, and the Add icon. If you hover on an HR case number, you can quickly see more details related to a case, for example, the description of the case, HR Service and Subject person.When you have multiple tabs open, you can only see the case number on the tab by default. However, you can also configure the information you want to be displayed on the tab. For more information, see Customize tab label in Agent Workspace for HR Case Management. |
Image omitted: seven.png HR Agent Workspace Home page callout 7 | Add icon | Select to instantly create one of the following:- Create HR case. For more information, see Create a case in Agent Workspace for HR Case Management. - Create interaction. An interaction is when an employee contacts an HR agent and you want to ensure the interaction is documented and captured. For more information, see Using interactions in Agent Workspace for HR Case Management. |
Image omitted: eight.png HR Agent Workspace Home page callout 8 | Overview | Displays a graphical representation of the data based on the overall HR cases. Use this dashboard to understand the cases that need priority or the SLA \(Service Level Agreement\) status, general information and announcements, etc. |
Image omitted: nine.png HR Agent Workspace Home page callout 9 | My team | Displays a graphical representation of the data related to the teams you belong to. Use this tab to understand the cases assigned to the team that need priority or the SLA status. |
My team
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Dashboard showing graphical representation of HR cases assigned to your team, including priority cases and SLA status
Dashboard showing graphical representation of HR cases assigned to your team, including priority cases and SLA status
Information related to the teams your HR agents belong to display in the My team section.
The bottom of the landing page provides company information, links, and tools available. This section is part of Content Delivery. For more information, see Portal content.