Create interactions in Agent Workspace for HR Case Management

---
title: Create interactions in Agent Workspace for HR Case Management
description: Create interaction records from the configurable Agent Workspace for HR Case Management form.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/agent-workspace-for-hr-case-management/agent-configurable-ws-hr-create-interactions.html
release: brazil
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: [Using interactions in Agent Workspace for HR Case Management, Use, Agent Workspace, HR Service Delivery, Employee Service Management]
---

# Create interactions in Agent Workspace for HR Case Management

Create interaction records from the configurable Agent Workspace for HR Case Management form.

## 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.  To create an interaction, select the **Add** icon \(plus sign\), and select **Create Interaction**.

3.  Type a name or case number to verify the employee in this interaction, and select **Next**

4.  In the details section, enter information about the interaction.

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

Field

</th><th>

Description

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

Type

</td><td>

The type of communication that initiated the creation of the interaction:-   None
-   Chat
-   Messaging
-   Phone


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

Opened for

</td><td>

The employee who the interaction is about.

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

Short description

</td><td>

A short description about the interaction.

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

Assigned to

</td><td>

The HR agent responsible for the interaction.

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

Work notes

</td><td>

Information related to the interaction that can help other HR agents. Work notes are not visible to the Opened for person.

</td></tr></tbody>
</table>5.  Select **Create interaction**.


## What to do next

Agents use an interaction to help complete and create tasks and cases.

|Tab|Description|
|---|-----------|
|Related Tasks|Any tasks or cases opened from the interaction, for example, a new incident or new case.|
|User's Tasks|Incidents related to the interaction.|
|User's Interactions|Logs all interactions tied to the employee the interaction is opened for.|
|Cases opened for "Opened for"|Shows all HR cases related to the Opened for person.|

|Button|Description|
|------|-----------|
|Create HR case|Creates an HR case from the interaction and copies discussions and documents of the interaction to the HR case. The documents of the interaction are displayed in the **Attachments** section of the case record.|