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 ([Omitted image "agent-ws-hr-list-icon.png"] Alt text: 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. |
- 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. |
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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/agent-workspace-for-hr-case-management/manage-group-aws.md).
---
title: Specify user segment groups for bulk case requests
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/agent-workspace-for-hr-case-management/segment-group-aws.html
release: australia
product: Agent Workspace for HR Case Management
classification: agent-workspace-for-hr-case-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Create a bulk case request using Agent Workspace for HR Case Management, Use, Agent Workspace, HR Service Delivery, Employee Service Management]
---
# 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
1. Navigate to **All** > **HR Case Management** > **Agent Workspace for HR Case Management**.
2. Select the Lists icon \(\[Omitted image "agent-ws-hr-list-icon.png"\] Alt text: Lists icon\).
3. Select **Bulk case requests**.
4. Select the bulk case request.
5. Select **Create segment group**.
6. On the form, fill in the fields.
<table id="table_b5f_bhz_bbc"><thead><tr><th>
Field
</th><th>
Description
</th></tr></thead><tbody><tr><td>
Label
</td><td>
Label that describes the user segment group.
</td></tr><tr><td>
Opened for
</td><td>
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.
</td></tr><tr><td>
Work notes
</td><td>
Further details about the user segment.
</td></tr></tbody>
</table>7. Select **Next**.
8. Indicate how you will indicate which users the bulk case request will create cases for in the **Filter by** field.
<table id="choicetable_nwr_13z_bbc"><thead><tr><th align="left" id="d446453e185">
Data source
</th><th align="left" id="d446453e188">
Description
</th></tr></thead><tbody><tr><td id="d446453e194">
**File**
</td><td>
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**.
</td></tr><tr><td id="d446453e245">
**HR criteria**
</td><td>
Criteria based on conditions defined by the HR Profile \[sn\_hr\_core\_profile\] or User \[sys\_user\] tables.
</td></tr><tr><td id="d446453e254">
**User criteria**
</td><td>
Criteria based on role, department, group, location, or company.
</td></tr><tr><td id="d446453e263">
**HR profile**
</td><td>
Condition based on the HR profile \[sn\_hr\_core\_profile\] table.
</td></tr><tr><td id="d446453e273">
**Users**
</td><td>
Conditions based on the User \[sys\_user\] table.
</td></tr></tbody>
</table>9. 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/agent-workspace-for-hr-case-management/manage-group-aws.md).
| title | Specify user segment groups for bulk case requests |
| description | 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. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/employee-service-management/agent-workspace-for-hr-case-management/segment-group-aws.html |
| release | australia |
| product | Agent Workspace for HR Case Management |
| classification | agent-workspace-for-hr-case-management |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Create a bulk case request using Agent Workspace for HR Case ManagementUseAgent WorkspaceHR Service DeliveryEmployee Service Management |