Send an email notification after reassignment

task brazil Updated Sep 10, 2026 1 min read hr-agent-ws-email-reassignment.md
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After you reassign an agent to an HR case, you can send an email to notify the agent.

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. Select a case for which you want to send an email.

  3. Select the Search icon ([Omitted image "magnifying-glass.png"] Alt text: Lookup using list icon) next to the Assigned to field.

  4. Select an agent.

  5. Select the Open record icon ([Omitted image "icon-global-search.png"] Alt text: Open Record icon) next to the agent's name.

    The agent's details are opened in a new tab.

  6. In the Email field, select the Email icon ([Omitted image "envelope-outline.png"] Alt text: Email icon).

  7. Add a Subject line and compose the mail in the space provided.

  8. Select Send.

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