Create a reminder in Agent Workspace for HR Case Management

task australia Updated Sep 10, 2026 1 min read hr-agent-ws-reminder.md
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Create reminders for HR cases or tasks to receive notifications for follow-up actions by a specific date.

Before you begin

Role required: sn_hr_core.case_writer

Procedure

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

  2. Find the case you for which you want to add a reminder.

    For more information on finding an HR case, see Using Agent Workspace for HR Case Management.

  3. Select the [Omitted image "EllipsisIcon.png"] Alt text: More icon more icon.

  4. Select Set reminder.

  5. Fill in the fields.

    Field Description
    Short description Text that describes the reminder.
    Date time The date and time on which you want to receive the reminder.
    Task The task or case associated with the reminder. Automatically appears based on the case or task you have displayed when creating the reminder.
    User The name of the logged in user that created the reminder.
    Reminder Status of the reminder.
  6. Select Save.

    You can view your reminders from the HR case list, by scrolling down and selecting Reminders.

    Note:

    • When alert is activated, a number appears inside the Notifications icon ([Omitted image "notification-icon.png"] Alt text: Notifications icon) and the notifications message scrolls across the screen to remind you.
    • Reminder notifications appear only to the user who has set the reminders.
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