Enable Role Features for HR Service Delivery

Different kinds of accesses are available to users, depending on who they are and what they do:

• Administrators can manage topics for HR cases and configure HR team member access.
• HR team members can manage and assign employee cases that they have access to.
• Employees can create and manage their cases.
• Note: You might want to consider if your terminated employees should have access to cases because it's governed by role access. You can choose how to configure terminated roles.

Before You Begin: HR Case Management > Cases role assignments must be configured for at least one of the HR team member's active (current or future) roles. In addition, location access allows for HR team members to have visibility to HR cases. Location access is configured in Dayforce in the Location Access tab in the Security Access section in the Security Settings screen of People. For more information, see Assign Location Access.

To add the correct role features to the role type:

1. Go to System Admin > Roles.
2. From the panel on the left, select the role you have chosen or created that should have end user access, HR team member access, and administrator access for HR Service Delivery:
   • Administrators: Select the role to manage topics for HR cases and configure HR team member access.
   • HR team members who might or might not be managers but are responsible for handling employee questions (for example, HR business partners, benefits or payroll managers): Select the role you have created or chosen to assign and manage cases.
   • End user access (for example, employees): Select the role you have created or chosen for end user access to create and view their cases.
3. Click the Features tab.
4. Select the feature in the feature tree:
   • Administrator access: HR Case Admin to manage topics for HR cases and configure HR team member access.
   • HR team member access: HR Case Management > Cases to assign and manage cases.
   • Employee access: HR Cases > Create a Case to create their cases.
   • Employee access: HR Cases > My Cases to view their case details.
   • Note: Create a Case and My Cases must be enabled for the employee to have fully functional access to HR Cases.
5. Click Save.

The features are now displayed in the navigation panel in the Web application accordingly.

Note: These features are also available to link in Experience Hub Favorites, Quick Links, or Featured Links widgets.