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Lifecycle event cases in Agent Workspace for HR Case Management › Using Agent Workspace for HR Case Management › Agent Workspace › HR Service Delivery › Employee Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a lifecycle event case using Agent Workspace for HR Case Management

Create lifecycle event cases in Agent Workspace to manage employee transitions such as new hire onboarding, transfers, and offboarding.

Before you begin

Role required: sn_hr_le.case_writer

Procedure

  1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.

  2. From the Lifecycle Events Cases list, select the New button.

    Alternatively, select the Add New icon (

Image omitted: IconCreateRecordMenu.png
Add New icon\) and select **HR Case**.

  1. Enter an employee name or case number.

  2. Verify that the employee is the correct person for the case.

  3. Enter New Hire Onboarding in the HR service field.

  4. Select Create Case.

  5. Select Ready for Work.

    The State changes to Ready. In the Details section, the Assignment group and Assigned to fields populate based on your case assignment rules or HR case template. For more information, see Assignment and matching rules in HR and HR templates.