Can we have a flag on an employee record to show there is an active case?
Summary:
This may be an idea but I just wanted to clarify there was nothing OOTB.
Our client wants to be able to flag to HR Help Desk Agents when an employee has an open case in Case Management.
Content (please ensure you mask any confidential information):
We will use DoR to record first and final warnings for grievances/ disciplinaries etc, but if there is an active case my client would like it to be obvious to HR Help Desk agents in case there are further questions/ issues raised that relate to the original case. I know we can use relationships to relate SRs and Cases but that means Help Desk Agents will need to be aware of cases which are normally highly sensitive and aren't appropriate to be seen by a wider HRSS audience. The flag will alert the HRSS team to seek advise from the