Specify user segment groups for bulk case requests
Create a user segment group to specify in a bulk case request the users for whom a case will be created. You can specify values for a group of users or specify multiple segments with different values for different groups of users.
Before you begin
Role required: sn_hr_core_admin
Procedure
Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
Select the Lists icon (
Lists icon\).
Select Bulk case requests.
Select the bulk case request.
Select Create segment group.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Label | Label that describes the user segment group. |
| Opened for | Employee to be assigned as the Opened for person on each case.For example, for an onboarding bulk case request, you would select the hiring manager. |
| Work notes | Further details about the user segment. |
Select Next.
Indicate how you will indicate which users the bulk case request will create cases for in the Filter by field.
| Data source | Description |
|---|---|
| File | Upload a file with user names or email addresses.1. Select the file type in the Template file type or, for a pre-formatted Excel spreadsheet, select Download template. - User name template - A file containing user names. - Email template - A file containing email addresses. 2. Find and select the file you’re uploading by selecting +Add File. 3. Select Upload. 4. Select Process file. |
| HR criteria | Criteria based on conditions defined by the HR Profile \[sn\_hr\_core\_profile\] or User \[sys\_user\] tables. |
| User criteria | Criteria based on role, department, group, location, or company. |
| HR profile | Condition based on the HR profile \[sn\_hr\_core\_profile\] table. |
| Users | Conditions based on the User \[sys\_user\] table. |
Select Create segment group.
The Bulk Case Request form is displayed with the user segment group you created.
Note: You can still review and edit your user segment group. For more information, see Review users in a user segment group.