Create an HR case from an injury or illness

task brazil Updated Sep 10, 2026 2 min read create-hr-case-injury-illness.md

Create an HR case for an employee who is on leave because of an injury or illness or needs any other assistance from the HR department.

Before you begin

Ensure that the following conditions are met:

The Health and Safety Case Management (sn_hs_cm) application is installed on your ServiceNow instance. For more information, see Install Health and Safety Case Management.
The Human Resources Scoped App: Core (com.sn_hr_core) plugin is installed on your instance. For more information on activating it, see Activate Case and Knowledge Management.
HR service property for creating an HR case for an injury is configured. For more information, see Configure HR service for creating an HR case for an injury.
Employee is selected in the Person type field on the injury and illness record. For more information, see Injury and illness fields.

Role required: sn_ohs_im.manager, sn_ohs_im.agent, or sn_ohs_im.operations_manager, and sn_hs_cm.case_manager

Procedure

Navigate to All > Health and Safety > Health and Safety Workspace.
Select the incident management icon ([Omitted image "list-icon-hs.png"] Alt text: Incident Management icon.) and navigate to the Lists tab.
Open an injury and illness record to add the HR case to.

Option	Steps
From a safety incident	In the Safety Incidents list, select All. In the list, select the incident that contains the injury and illness report to add the HR case to. Select the Report an incident tab to open the playbook. In the Add injury and illness activity, select the injury and illness report to add the case to.
From an injury and illness list	In the Injury / illnesses list, open the list. In the list, open the injury and illness report that you want to add the HR case to.

4. Select **Create HR Case** and then select **Confirm**.

Result

The HR case is created and added to the HRSD case record field on the injury form. For more information, see Injury and illness fields.

Parent Topic:Managing Health and Safety incidents and observations

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---
title: Create an HR case from an injury or illness
description: Create an HR case for an employee who is on leave because of an injury or illness or needs any other assistance from the HR department.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/health-and-safety-incident-management/create-hr-case-injury-illness.html
release: brazil
product: Health and Safety Incident Management
classification: health-and-safety-incident-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Manage incidents and observations, Manage, Health and Safety Incident Management, Health and Safety, Employee Service Management]
---

# Create an HR case from an injury or illness

Create an HR case for an employee who is on leave because of an injury or illness or needs any other assistance from the HR department.

## Before you begin

Ensure that the following conditions are met:

-   The Health and Safety Case Management \(sn\_hs\_cm\) application is installed on your ServiceNow instance. For more information, see [Install Health and Safety Case Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/health-and-safety-case-management/install-hs-case-management.md).
-   The Human Resources Scoped App: Core \(com.sn\_hr\_core\) plugin is installed on your instance. For more information on activating it, see [Activate Case and Knowledge Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/hr-service-delivery/activate-case-and-knowledge-management-scoped.md).
-   HR service property for creating an HR case for an injury is configured. For more information, see [Configure HR service for creating an HR case for an injury](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/health-and-safety-case-management/hs-configure-hr-service-property-case-injury.md).
-   **Employee** is selected in the **Person type** field on the injury and illness record. For more information, see [Injury and illness fields](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/health-and-safety-incident-management/hs-injury-illness-form.md).

Role required: sn\_ohs\_im.manager, sn\_ohs\_im.agent, or sn\_ohs\_im.operations\_manager, and sn\_hs\_cm.case\_manager

## Procedure

1.  Navigate to **All** &gt; **Health and Safety** &gt; **Health and Safety Workspace**.

2.  Select the incident management icon \(\[Omitted image "list-icon-hs.png"\] Alt text: Incident Management icon.\) and navigate to the **Lists** tab.

3.  Open an injury and illness record to add the HR case to.

<table id="choicetable_HRcase"><thead><tr><th align="left" id="d77754e161">

Option

</th><th align="left" id="d77754e164">

Steps

</th></tr></thead><tbody><tr><td id="d77754e170">

**From a safety incident**

</td><td>

1.  In the **Safety Incidents** list, select **All**.
2.  In the list, select the incident that contains the injury and illness report to add the HR case to.
3.  Select the **Report an incident** tab to open the playbook.
4.  In the **Add injury and illness** activity, select the injury and illness report to add the case to.


</td></tr><tr><td id="d77754e206">

**From an injury and illness list**

</td><td>

1.  In the **Injury / illnesses** list, open the list.
2.  In the list, open the injury and illness report that you want to add the HR case to.


</td></tr></tbody>
</table>4.  Select **Create HR Case** and then select **Confirm**.


## Result

The HR case is created and added to the **HRSD case record** field on the injury form. For more information, see [Injury and illness fields](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/health-and-safety-incident-management/hs-injury-illness-form.md).

**Parent Topic:**[Managing Health and Safety incidents and observations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/health-and-safety-incident-management/managing-hs-incidents-obs.md)