Cases within WhosOffice allow you to build step-by-step HR workflows for managing various aspects of HR information, from Onboarding new starters to supporting long term success of your staff members by scheduling quarterly reviews and yearly appraisals. Within each Case template you are able to distinguish tasks that colleagues, mentors and managers have to complete within a certain time period.
Automatic reminders and notifications can even be generated to ensure communication is kept to a high standard so that everyone knows what is expected of them, and when it needs to be completed by.
Within each Case Template, you are able to specify a number of different options, the example below will help you to identify how best to use this area.
*Categories allow you to filter information into more appropriate sections of the HR Module - see our Category Management article for more information
AUTOMATED NOTIFICATIONS
Each case offers you the ability to setup automatic Email and Push Notifications (PNS) to be sent out at certain points during the case's activity.
Upon clicking Save, you will be able to go to the Steps tab on the left hand side.
Whilst the system does not send out automatic notifications when a case is either Due to commence within the next 7 Days, or Overdue, there is a visual representation on the HR dashboard or the Case Admin page. Reminders can also be sent out manually via Case Admin, as and when needed.
Within the Steps section of Case Templates, you will be able to outline the responsibilities that each party has to undertake to complete the Case. There is no limit to the number of Steps you can create, in addition there is no minimum number of steps you have to have.
For example, some cases could represent a simple Change of Company Policy that includes 1 step where Subjects (the staff member the case is applied to) have to confirm acceptance of a new document, whereas New Starter Checklists might include a number of different steps.
Each Step offers a potentially different response type, which can be selected to ensure that the most appropriate action is taken.
RESPONSE TYPES
BASIC 1-STEP CASE TEMPLATE EXAMPLE - CHANGE OF COMPANY POLICY
Step 1.
ENHANCED (MULTI STEP) CASE TEMPLATE EXAMPLE - NEW STARTER INDUCTION PROCESS
Step 1.
Step 2.
Step 3.
Step 4.
......
You can continue to add additional steps if needed to fully build your HR workflows within these cases.
Title: Case Templates
Category: HR
Posted: Tuesday, 03rd Aug 2021
By: Callum Ellis
Direct link: https://www.whosoffice.com/support/knowledgebase/case-templates
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