Employee Relations matching rules

concept australia Updated Sep 10, 2026 1 min read hr-er-matching-rules.md
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ER cases do not use a subject person. Matching rules look for an agent with the required skills in the same country where the case was opened. That agent is assigned the case.

Matching rules look for:

  • Country the ER case was opened in.
  • If no country is available, find any involved parties with a type of complainant and use their country.
  • If there are no involved parties with type of complainant, look for involved parties with type of subject of allegation and use their country.
  • If there are no involved parties with a country that can be used, then only skills are used.

Note: For more information, see Add or modify a matching rule.

You can restrict an ER case to be assigned to only members of a specific group. See Configure an employee relations case restriction.

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