Updated the grid in HR Case Management > Cases so you can efficiently find HR cases that are important to you. You can now search, filter, and customize the grid to show the information that you need. The following functionality has been added:
Custom View Click Custom view to open the slide-out panel to customize the columns shown in the grid. You can rearrange the columns by dragging them to the position you want. Also, you can clear or select checkboxes for the columns that you want to see in the grid. The Subject column is locked so you can’t make changes to it. The Submitted on date and Response due date columns don’t show by default, but you can add them. Click Apply to save your changes. Your custom view settings are saved and automatically applied the next time you log in. Click Reset to restore the columns to the default view. You can click the X to close the panel but if you made changes, Dayforce shows a confirmation dialog box indicating that your unsaved changes will be lost. Quick Filter Click the Topic or Status drop-down list arrows to use the quick filter functionality. Select the checkboxes next to the items that you want to filter by. You can also clear your selection, or search for items. When you apply your filter, Dayforce shows the following information above the grid:
You can apply a filter to both the status and topic columns at the same time. Filter and Save Click All Filters to open a slide-out panel where you can filter the grid by the following columns:
When you apply your filter, Dayforce shows the following information above the grid:
To save your filter, click Save filter to open the Filters tab where you can name your filter and optionally set it as the default view. If you save your filter as the default view, it shows at the top of the list if you have additional saved filters. Also, Dayforce loads your default filter each time you go to HR Case Management > Cases. If your saved filter isn’t the default and multiple filters exist, they’re listed in alphabetical order. You can edit or delete your saved filters. Search by Subject or Case ID A search bar has been added for you to search for cases using the subject or case ID. Dayforce starts searching as you type. For more information, see Custom Views, Search, and Filters for HR Cases in the HR Service Delivery Guide. | |
Added HR Cases with inactive topic and/or unassigned location access report to the list of available Human Resources reports in Reporting and Analytics > Reporting > Reports. The report shows HR cases that are hidden in HR Case Management > Cases due to one or both of the following:
You don’t need topic or location access to run this report, so this report should only be assigned to roles that should be able to see any case that may have been submitted. Role Feature Access: Report Library > Human Resources > HR Case Management > HR Cases with inactive topic and/or unassigned location access Role Authorization Access: Employee Personal Information (Can Read) Note: You need the Can Read permission for Employee Personal Information to see the Submitter Employee Id and Assignee Employee Id fields. If you don’t have this access, those fields don’t show in the report. For more information, see HR Cases with Inactive Topics and Unassigned Location Access in the HR Service Delivery Guide. |