Create a corrective action

---
title: Create a corrective action
description: Create a corrective action record for an ER case.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/hr-service-delivery/hr-er-corrective-actions.html
release: brazil
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 a corrective action

Create a corrective action record for an ER case.

## Before you begin

Role required: sn\_hr\_er.case\_writer

## Procedure

1.  Create a corrective action using one of the following options:

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UI

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Steps

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From Core UI

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1.  Navigate to **All** &gt; **Employee Relations** &gt; **Cases**.
2.  Select an ER case.
3.  Scroll down to the related list and select the **Corrective Actions** tab.
4.  Select **New**.


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From the Agent Workspace for HR Case Management UI

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1.  Navigate to **All** &gt; **HR Case Management** &gt; **Agent Workspace for HR Case Management**.
2.  Click the **Lists** icon \(\[Omitted image "agent-ws-hr-list-icon.png"\] Alt text: HR Workspace Lists icon\).
3.  In the ER category, select an ER case.
4.  Select **More tabs**.
5.  Select the **Corrective Actions** tab.
6.  Click **New**.


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</table>2.  Fill in the form.

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Field

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Description

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Number

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The number identifying the corrective action record. The system automatically assigns the corrective action numbers and you cannot change it.

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HR case

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The HR ER case number associated with the corrective action.**Note:** If you access corrective actions from an HR ER case, the number automatically appears.

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Involved party

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The person the corrective action is for.Click the Lookup using list icon \[Omitted image "magnifying-glass.png"\] Alt text: Lookup using list icon and select from the list.

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Corrective action type

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The corrective action for this ER case. Select from the list:-   Verbal warning
-   Written warning
-   Suspension
-   Termination


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Status

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The status of the corrective action. -   Draft
-   Ready
-   In progress
-   Completed


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Discussion date \(yyyy-MM-dd\)

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Select the date of the corrective action discussion.

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Discussion held by

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The lead user of the corrective action discussion. Click the Lookup using list icon \[Omitted image "magnifying-glass.png"\] Alt text: Lookup using list icon and search for the person who led the discussion.

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Also present

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Identifies other people that were part of the discussion.Click the **Add me** icon \[Omitted image "icon-hr-add-me.png"\] Alt text: Add me icon to add yourself or the **Unlock additional parties** icon \[Omitted image "icon-hr-unlock-add-parties.png"\] Alt text: Unlock additional parties icon to add yourself or other people.

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Due date \(yyyy-MM-dd HH:mm:ss\)

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The date and time the corrective action is complete.

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Description

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Notes and information on the corrective action meeting.

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</table>3.  Click **Save** or **Submit**.