Manage HR catalog categories

HR catalog categories provide a way to group HR catalog items. For example, the HR Benefits catalog category contains catalog items such as Retirement and Vacation.

Before you begin

Before you create a new HR catalog category, you must determine where employees access it. After you create it, you must add it to the HR Catalog, the HR Portal, or both.

Adding it to the HR Catalog is easy to do, as it is a type of homepage. Adding it to the HR Portal requires knowledge of the Content Management System (CMS). Before you create the catalog category, ensure that you have the proper resources available to update the HR Catalog and HR Portal. If you do not have a CMS developer in your organization, contact ServiceNow customer support.

Role required: admin, hr_manager, or hr_admin

Procedure

  1. Navigate to Human Resources > Catalog & Templates > Manage HR Catalog.
  2. To create or modify a catalog category, perform one of the following actions.
    OptionDescription
    Create a catalog category Click New Category, enter the category name and description, and click Submit.
    Edit an existing catalog category Point your cursor to the category and click the edit icon. Modify the category or description fields as needed and click Submit.
    For information about making the new category available in the HR catalog, see Add a new HR catalog category to the HR Catalog.
  3. To assign HR catalog items to a category, select the HR category in the list on the left and complete the following steps.
    1. Click Assign / Remove Catalog Items.
    2. Select the catalog items to assign and deselect catalog items to remove.
    3. Click Save.
  4. To assign a category to a catalog item, select All Catalog Items in the list on the left and complete the following steps.
    1. Locate the catalog item on the right and open the Categories choice list.
    2. Select the categories to assign the catalog item, and deselect the categories to remove the assignment.
    3. Click Save.