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Using HR Service Delivery Employee Relations › Employee Relations › Case and Knowledge Management › HR Service Delivery › Employee Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create an involved parties record

Capture information about people associated with the ER case. Involved parties can be the complainant, subject of the allegation, a witness, or other (undefined).

Before you begin

Role required: sn_hr_er.case_writer

Procedure

  1. Navigate to the Involved Parties tab in Core UI.

    1. Navigate to All > Employee Relations > Cases.

    2. Select an ER case.

    3. Scroll down to the related list and select the Involved Parties tab.

    4. Select New.

  2. Navigate to the Involved Parties tab in Agent Workspace for HR Case Management.

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

    2. Select the Lists icon (

Image omitted: agent-ws-hr-list-icon.png
Lists icon\).
3.  In the ER category, select an ER case.

4.  Select the **Involved Parties** tab.

5.  Select **New**.
  1. Fill in the form.
FieldDescription
HR caseThe HR employee relations case number from the case you selected.
TypeThe type of involved party. Select:- Complainant \(the person or group that makes a complaint\). - Subject of allegation - Witness - Other
Not in systemOption for indicating the involved party is not an employee of your company.Note: When you check this box, the Name field replaces the User field.
UserThe person who is the involved party.Only appears when you don't check the Not in system box.
NameThe name of the involved party.Only appears when you check the Not in system box.

  1. Click Submit or Save.

    • If you select Save, the Interviews and Corrective Actions tabs appear. For more information, see Schedule an interview in Employee Relations using the legacy UI.
    • Use the Corrective Actions tab to create and associate a corrective action record with an involved party.
    • If an allegation record is created, the Subject of Allegation is auto-populated from the Involved Parties record of type Subject of Allegation, provided that only one subject of allegation exists.