Case Creation

HR Service Delivery Guide

Version
R2025.1.1
Case Creation

When you create a case you can connect with Human Resources personnel if you have questions that require assistance from an HR team member. With the HR Cases feature, you can create a case so you can get help from HR and check the status of your request. When you create a case, you fill in the following required details:

Create a Case
Name Description
Topic Balances & Entitlements, Benefits, Compensation, Dayforce System Help, Integrations, Learning, Leave Management, Onboarding, Payroll, Performance & Goals, Recruiting, Reporting, Talent & Succession, Timesheets, Wallet, Workflow, and General.
Subject Summary of your question. The maximum length is 100 characters.
Description Details of your question. You can use formatted text and add external links if needed. The maximum length is 4,000 characters including any HTML characters.
Attachments

Click + Add Files to attach files by either dragging and dropping or browsing for files. You can attach up to 10 files in a batch. Each individual file must be no larger than 2 MB. Supported file types are PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, CSV, MSG, TXT, ZIP, JPG, PNG, GIF.

  • Note: Currently, in the Android mobile app you can’t attach CSV or MSG files to cases, but you can download them.
  • Attachments added to a case are only available to the employee who submitted the case, and HR case workers who have permissions to see the case or have been assigned to the case. When you click image attachments in the case details, the browser opens them in a new tab where the image is also downloaded. In addition, when you click the more options menu on an attached file, you can either download or preview the file if the preview option is available. Attachments can only be viewed in HR Case Management and HR Cases, they aren’t visible in Document Explorer or any other part of Dayforce.

    An error message is shown if the following occurs:

    • The file fails the security scan.
    • The file type isn’t supported.
    • You try to add more than 10 files at a time.
    • A file is larger than 2 MB.

    Note: The HR Service Delivery document type shows in Documents > Admin > Document Types in Dayforce but it is grayed out because it isn’t editable. However, the HR Service Delivery document type isn’t visible in Document Explorer by design. All documents attached to cases are only visible from cases, so they follow the permissions of the case.

    Submit After you enter the information in the required fields, you can submit your case. If you leave the screen before clicking Submit the case details aren’t saved.

    Here is a screenshot of the Create a Case form:

    screenshot showing the create a case screen.