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Human Resources upgrade information

Human Resources upgrade information

HR Service Management application upgrade information for the Geneva release.

Merged HR Service Management Core and Employee Change plugins

In Geneva, the HR Service Management Service Management: Employee Change plugin was merged into the HR Service Management Service Management: Core plugin.

The Employee Change plugin installed the onboarding, offboarding, and employee information change catalog items and workflows. These catalog items were listed in the Employee Changes category in the HR Catalog. After the upgrade to Geneva, these employee change catalog items and workflows will be installed in your instance, even if you did not activate the Employee Change plugin in Fuji.

In addition, the [hr_change] table is merged with the [hr_case] during the upgrade. All HR cases and changes are placed in the [hr_case] table and the [hr_change] table is removed. Any customizations you made to either table are applied to the [hr_case] table.

HR Catalog upgrade

In Fuji, your employees use the HR Catalog to request help from your HR department. You may have customized the HR catalog items and the categories in which the catalog items appeared.

Table 1. Default Fuji HR catalog categories and catalog items
Catalog category Catalog items
Employee Policy Queries
  • Benefits questions
  • Vacation / Leave questions
  • Payroll questions
  • HR policy questions
General Questions
  • General HR requests
  • Employee relations questions
  • HR systems questions
  • Career questions
Employee Changes
  • Employee onboarding
  • Employee offboarding
  • Employee information changes
After upgrading to Geneva, you see two HR catalogs in the navigator.
  • HR Catalog: This is the new Geneva HR catalog. A number of new HR catalog items are included in the Geneva release.
  • HR Catalog Legacy: This is the HR catalog you used in Fuji.

When you roll out the Geneva HR Service Management application, you want to give users only one HR catalog. As part of your evaluation of the Geneva release, evaluate the new HR Catalog and catalog items, and update it with your custom catalog items, then deactivate the HR Catalog Legacy module.

You also see a new module called HR Portal. This appears in the Self-Service menu, and is a refreshed portal for employees to use to interact with HR. It is based on the ServiceNow Content Management (CMS) application, and it is preconfigured with the Geneva catalog categories and catalog items.

If you have not customized your HR Catalog, or the predefined items in Geneva are sufficient, you can use the HR Portal as soon as you upgrade. If the HR Portal needs to be customized with your catalog items, you need to engage someone in your organization who has a developer's knowledge of CMS. If you do not have a developer with those skills, contact your ServiceNow account manager.

You can deactivate the HR Portal module until you are ready to make it available to your employees.

Human Resources templates

The Geneva release offers both updated HR templates and new templates. Your organization may have updated the predefined Fuji HR templates and created new HR templates. During the upgrade, the following takes place:
  • Fuji HR templates that you created or modified are preserved in their Fuji state.
  • Fuji templates that you did not modify will be overwritten with Geneva enhancements during the upgrade from Fuji.
  • You receive new templates that are predefined for Geneva.

Review these templates as part of evaluating and preparing your HR catalog as described above.

HR categories

In Fuji, HR case categories were in a choice list [sys_choice] table. In Geneva, HR categories are in a new Category [hr_category] table. During the upgrade, the categories are matched as closely as possible based on the Value field in the record.

For example, the Fuji category with the label Career Guidance has a value of Career. In the Geneva HR category record, the label and value are both Career. Therefore, after the upgrade, HR cases that were assigned the Career Guidance category are now assigned to the Career category.

If you had created custom categories in Fuji, they are added to the [hr_category] table during the upgrade and remain assigned to the HR cases.

Assignment rules

The Assignment Lookup Rules module in Fuji is now called Assignment Rules. During the upgrade, only active assignment rules are preserved. If you have any assignment rules in Fuji that you are not using but want to preserve, you can take either of the following actions.
  • Mark them active before you upgrade and then inactivate them in Geneva.
  • Note how they are set up and recreate them after the upgrade.