Human Resources configuration

Use the configuration checklist to help you set up HR Service Management for your organization.

It may take some time to complete all configuration items. Most of these items can be done concurrently; exceptions are noted. If it takes several months to complete implementation, review the information entered during the initial configuration tasks and update it to reflect any changes.
Table 1. Configure HR Service Management
Enter or import the following information before importing user HR profiles.
  • Positions
  • HR groups. Include HR as a prefix in your group name so HR groups are easy to search for.
  • Skills
Set configuration options.
Populate the employee HR profile database, as determined during the decision phase.
Assign roles to HR groups and staff. Be sure to assign hr_approver_user to anyone who approves cases.
Assign skills to HR groups and staff.
Create any HR templates and catalog items you need for the HR catalog. These are for the additional processes you identified during the planning phase.
Review the installed HR case and task state flows and customize as needed.
Note: If you are managing cases manually or with workflows, you can disable state flows.
Review the installed HR workflows and edit or create new workflows as needed.
Review and configure assignment rules.
Review and configure notifications. You can customize the text of existing notifications and create new notifications.
Review and configure HR SLAs.
Set up the HR knowledge bases. This is completed by the HR knowledge base administrator, who owns the content and its creation. The knowledge base administrator also defines and monitors the review, publication, and retirement processes.