Create an HR catalog item

You can create an HR catalog item from the Manage HR Catalog module.

Before you begin

Role required: admin, hr_manager, or hr_admin

About this task

When you create a new HR catalog item from the Manage HR Catalog module, an associated HR case category and HR case template are created automatically.

Procedure

  1. Navigate to Human Resources > Catalog & Templates > Manage HR Catalog.
  2. Click New Catalog Item.
  3. Enter the catalog item Name and Short description.
    The short description is used to help the employee make a selection from the HR catalog. It also appears in the Short description field when an employee selects the catalog item.
  4. Select the Catalog category from the choice list.
  5. (Optional) Select the HR Assignment group to enable an HR agent to be auto-assigned when this catalog item is submitted.
  6. (Optional) Change the Priority to prioritize HR cases higher or lower.
  7. Click Publish to save the catalog item and make it available for use immediately.
    If you click Submit, the catalog item is saved but is not active. You can update it to add variables before you publish it.
    The following three items are created.
    • Catalog item that includes the hrsm_benefit_questions variable set. The defined fields include Opened for, Priority, Short description, and Question. Contextual search of the knowledge base is enabled also for the Short description field.
    • HR case category with the name of the catalog item.
    • HR template with the name of the catalog item.

What to do next

To customize the new, published catalog item, by adding variables, click the edit icon that appears when you hold your cursor over it. Follow the steps in Modify an HR catalog item. If you submitted the catalog item without publishing it, its listing has a gray background. When you edit it, be sure to check Active to enable it for use.

To edit the associated HR case template, you can click the template icon next to the edit icon. Follow the steps in Modify an HR case template.