Create an HR case from Universal Request in HR Service Delivery Agent Workspace

task australia Updated Sep 10, 2026 1 min read create-case-ur-hr-agent.md
Raw file servicenow.com

Create an HR case from a universal request record to restore service to a customer as soon as possible. After creating the HR case record, you can investigate potential solutions.

Before you begin

Role required: routing_agent and sn_hr_core.case_writer

Procedure

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

  2. Navigate to Universal Requests > All.

  3. Open the universal request record from which you want to create an HR case.

  4. Select Create HR case.

  5. Fill in the required fields on the HR case form.

    Note: The Employee Information field values are automatically copied from the universal request to the HR case.

    Field Description
    COE The Center of Excellence
    HR service The HR service type
    Opened for The person the ticket is opened for
    Subject person The subject person
    Work notes Other notes if any
  6. Select Submit.

    The HR case number appears in the Primary Ticket field on the universal request form, and the ticket is listed in the Associated Tickets related list. Also the universal request number from which the HR case is created appears in the Universal Request field on the HR case form.

Search documentation
Search document titles and file paths on the australia branch