Create an allegation record

task australia Updated Sep 10, 2026 1 min read hr-er-create-allegation.md
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Use Allegations to provide additional details for an ER case.

Before you begin

Role required: sn_hr_er.case_writer

Procedure

  1. Navigate to the Allegations 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 Allegations tab.

    4. Select New.

  2. Navigate to the Allegations 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 ([Omitted image "agent-ws-hr-list-icon.png"] Alt text: Lists icon).

    3. In the ER category, select an ER case.

    4. Select the Allegations tab.

    5. Select New.

  3. Fill in the form.

Field

Description

HR case

The HR case number associated with the allegation.

Allegation type

The allegation type describing the ER case. Allegation subtypes further describe an allegation. Allegation types are:- Customer Mistreatment

  • Discrimination
  • Drugs and Alcohol
  • Fraud and Theft
  • Harassment
  • Interpersonal Conflict
  • Misconduct
  • Retaliation
  • Wage and Scheduling
  • Workplace Violence

Allegation subtype

Further describes an allegation type. Your choice of allegation subtype is dependent on what you select for allegation type.

Description

Details about the allegation.

4. Click **Save** or **Submit**.
If an Involved Parties record of type **Subject of Allegation** exists, the Subject of allegation field in the allegation record is auto-populated, provided that only one subject of allegation exists.
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