Create a new case Create a new case

Create a new case

Employers have the ability to open new cases for their employees on their own. We've provided step-by-step instructions on how company users can open a case in the Envoy Global platform.

If the case is for a new employee who has never been sponsored by the company before, we recommend first completing a Talent Assessment for U.S. inbound employees or a Global Assessment for employees traveling anywhere outside the U.S. 

For support with opening a case, please contact your Account Management team. 

  1. Select the Create+ button on the top-right hand side of the home screen and select New Case.

    new case.png

  2. On the next page, Choose the employee. Note: To create a new employee, select the “+ Add new employee” link from the Search Employees drop-down menu.

    select employee.png

  3. Select the Visa type and select Continue. Click 'Other' to search for all visa types. 

     

    select visa.png

  4. On the next page, answer case-specific questions to determine the correct case type and workflow. Click Continue. Note: Some of these questions will be pre-populated based on the Division details. 

    case questions.png
  5. On the final page, review the People on the case to ensure the signatory and point of contact are correct. If additional add ons are offered for the case, such as premium processing, then you will have the option to add them here.
  6. The total bill for the case will be presented, which we recommend reviewing before clicking 'Confirm & Open.' 

Related to:

Create Case Employer Create