1. Employee Management
  2. Employees
  3. Compliance
  4. Workforce Case Interaction
  5. Creating an Employee Case

Creating an Employee Case

When you receive a self-report of illness from an employee, you can use the Workforce Case Interaction SuiteApp to create an employee case. Then you can determine what contact that employee has had with others. You specify a start and end date that represent the period of the case, or the range of dates you want to track.

When or after you create a case, you can have the SuiteApp generate a list of possible interactions for the self-reporting employee. After this generation step, you can remove, exclude, or edit those interactions if you know that they are not relevant.

The contact list is determined by the employee's:

Note:

If an employee’s record is active but they are terminated, they will be included in any contact tracing list.

To create an employee case:

  1. Depending on the role you are using, go to one of the following:

    • Lists > Employees > Employee Case

    • Payroll and HR > Lists > Employee Case

  2. On the Employee Case List page, click New Employee Case.

  3. On the Employee Case entry page, select the employee’s name from the Name list. The Employee Information section is populated with data from the employee record so that you can confirm that you have selected the correct employee.

  4. If you have updated values than those populated from the employee record, you can edit the Email, Phone, and Mobile Phone fields. Note that these edits are on the employee case only. They do not change the employee record.

  5. Enter a Start Date and End Date that represent the period of the case or the range of dates you want to track.

  6. Enter a Reported Date. This is the date when the employee self-reported, not the date when you are creating this case. This field defaults to today.

  7. Select a status for this case from the Status list: Identifying Contacts, Monitoring, or Resolved. The status defaults to Identifying Contacts.

  8. Optionally, to add any notes to this case, click the Notes subtab, enter information in the Title and Memo fields, and click Add.

  9. Optionally, to attach any supporting files to the case, click the Files subtab, click New to select a file, and then click Add.

  10. To generate a list of possible interactions based on data in NetSuite, click Generate Possible Interactions. In the warning popup that appears, click OK. If any interactions were found, they appear at the bottom of the case entry page. The employee case is saved as part of this action. Note:

    Note:

    This is a one-time action. After you click Generate Possible Interactions, it no longer appears on the Employee Case page.

  11. To generate a list of emails for notifications, click Edit on the employee case page and then click Generate Email Distribution List.

  12. Click Save.

Related Topics

General Notices