Creating a case for job applicant

Job applicant cases are usually created automatically through automated triggers. As a case agent, you can also manually create a job applicant case when needed.

Before you can create a job applicant case, your administrator must enable Candidate Onboarding for Case Management.

See the Infor HR Talent User and Administration Library (Cloud and On-premises) and select Administrator > Case Management.

Note: You can create job application cases only when the job application status is Applied and the application is not in a disposition workflow step, Closed, or Withdrawn status. The related job requisition must be in Open, Filled, or Closed status.

Creating a job applicant case from the Resources menu

  1. Select Resources.
  2. Click the Candidates tab.
  3. Select a candidate to create a job application case.
  4. In the Most Recent Cases section, click the Add button.
  5. Specify this information:
    Quick Case
    Select a quick case or case template. A quick case is a predefined case form that includes default values for selected fields. You can select only quick cases with a Job Application case type.
    Topic
    If a quick case is not selected, specify the topic associated with the case. Topics are required for case routing. Only topics valid for the selected case type are available.

    If a quick case is selected, the Topic field is automatically populated based on the assigned topic of the quick case.

  6. Optionally, you can configure the fields that are pre-populated using the case template.
  7. Click Save.

Creating a job applicant case from the agent’s queue

  1. Select Queue.
  2. On the Assigned To Me or Unassigned tab, click the More Actions button and select Create Job Applicant Case.
  3. Specify this information:
    Candidate
    Select a candidate to create a job application case.
    Job Requisition
    If a candidate has multiple applications, select the job requisition for which you are creating the job application case.
    Quick Case
    Select a quick case or case template. A quick case is a predefined case form that includes default values for selected fields. You can only select quick cases with a Job Application case type.
    Topic
    If a quick case is not selected, specify the topic associated with the case. Topics are required for case routing. Only topics valid for the selected case type are available.

    If a quick case is selected, the Topic field is automatically populated based on the assigned topic of the quick case.

  4. Optionally, you can configure the fields that are pre-populated using the case template.
  5. Click Submit.