Configuring non-scoped HR

Use the configuration checklist to help you set up HR for your organization, for the non-scoped version of HR.

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 Human Resources
Configure
Enter or import the following information before importing user HR profiles.
Set configuration options.
Create or modify an HR profile in non-scoped HR database, as determined during the decision phase.
Assign a role to a user 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 you need for the HR catalog.
Review the installed HR case and task state flows and Customize a state flow as needed.
Note: If you are managing cases manually or with workflows, you can disable state flows.
Review the installed HR Create a workflow and edit or create workflows as needed.
Review and configure Create an HR assignment rule in non-scoped HR.
Review and configure Notifications. You can customize the text of existing notifications and create notifications.
Review and configure HR Service Level Agreements (SLA).
Set up the HR knowledge bases. The HR knowledge base administrator is responsible for completing this task and owns the content and its creation. The knowledge base administrator also defines and monitors the review, publication, and retirement processes.