There are four methods that can be used to create a case: 1) via the Employee Details, (2) via the Case grid, (3) via the Claims grid or (4) via the Leave Requests grid. All four methods are outlined below.


  1. Add a case via Employee Details
    • Type the employee number in the Search area
    • Access the employee record by selecting the edit icon, you will be automatically directed to the Employee Details
    • Click on Add New Case
    • Fill in the required information
    • Click Create, you will be automatically directed to the new case
  2. Add a case via Case grid
    • Place your mouse on LeaveXpert and select Cases
    • Click on Add New Case
    • Type in the employee name or number into the Employee Search
    • Select the employee
    • Select the Case Type, Leave Reason and enter the LOA Effective Date (i.e. Leave Effective Date)
    • Click Create, you will be automatically directed to the new case
  3. Add a case via Claims grid (Only Available with the Unlimited edition of LeaveXpert)
    • Place your mouse on LeaveXpert and select Claims
    • Access the employee claim record by selecting the edit icon, you will be automatically directed to the Claim Details
    • Click on the Attach to Case tab
    • Click on Attach to New Case
    • Fill in the required information
    • Click Create, you will be automatically directed to the new case
  4. Add a case via Leave Requests
    • Place your mouse on LeaveXpert and select Leave Requests
    • Review the information provided in the pending request
    • Click on Convert to Open Case
    • Click Convert to Case, you will be automatically directed to the new case