Create an involved parties record

task australia Updated Sep 10, 2026 1 min read hr-er-involved-parties.md

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

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.
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 ([Omitted image "agent-ws-hr-list-icon.png"] Alt text: Lists icon).
3. In the ER category, select an ER case.
4. Select the Involved Parties tab.
5. Select New.
Fill in the form.

Field	Description
HR case	The HR employee relations case number from the case you selected.
Type	The type of involved party. Select:- Complainant (the person or group that makes a complaint). Subject of allegation Witness Other
Not in system	Option 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.
User	The person who is the involved party.Only appears when you don't check the Not in system box.
Name	The name of the involved party.Only appears when you check the Not in system box.

4. 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/hr-er-interview.md).
-   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.

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---
title: Create an involved parties record
description: Capture information about people associated with the ER case. Involved parties can be the complainant, subject of the allegation, a witness, or other \(undefined\).
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/hr-service-delivery/hr-er-involved-parties.html
release: australia
product: HR Service Delivery
classification: hr-service-delivery
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use, Employee Relations, Case and Knowledge Management, HR Service Delivery, Employee Service Management]
---

# 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** &gt; **Employee Relations** &gt; **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** &gt; **HR Case Management** &gt; **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 **Involved Parties** tab.

    5.  Select **New**.

3.  Fill in the form.

<table id="table_qnx_xhb_blb"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

HR case

</td><td>

The HR employee relations case number from the case you selected.

</td></tr><tr><td>

Type

</td><td>

The type of involved party. Select:-   Complainant \(the person or group that makes a complaint\).
-   Subject of allegation
-   Witness
-   Other


</td></tr><tr><td>

Not in system

</td><td>

Option 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.

</td></tr><tr><td>

User

</td><td>

The person who is the involved party.Only appears when you don't check the **Not in system** box.

</td></tr><tr><td>

Name

</td><td>

The name of the involved party.Only appears when you check the **Not in system** box.

</td></tr></tbody>
</table>4.  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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/hr-er-interview.md).
    -   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.