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HR templates

Templates simplify the process of submitting new records by populating fields automatically.

To use a template, populate the most-used fields for a specific table, save it as a template, and then make the template accessible to your users. Users can apply the template to new records on that table, or define scripts that apply the template.

HR templates support a hierarchical structure that can be used to create parent cases that have child cases or child tasks.

Template hierarchy

  • Parent HR case template — Level 0
    • Next related template:
    • Next related child template: Child case template
    • Link element:
  • Child case template — Level 1
    • Next related template: Child task template
    • Next related child template: Child task template for a child case
    • Link element: Parent
  • Child task template — Level 1
    • Next related template:
    • Next related child template:
    • Link element: Parent
Figure 1. Template and Record Structure
Chart showing the HR template and created records structure.

Create or modify an HR template

HR templates are used to populate data into both HR cases and HR tasks.

Before you begin

Role required: sn_hr_core.admin

About this task

Several HR templates are predefined, and others are added as you create HR case templates with associated HR tasks. You can modify any HR template.

Procedure

  1. Navigate to HR Administration > HR Services > HR Templates.
    HR templates create case and task templates. The type of table selected when creating an HR template determines a case or task.
  2. Click New or open an HR template to modify.
  3. Edit the fields as needed.
    Table 1. HR task template fields
    Field Description
    Name Unique and descriptive name for this template.

    The name is referenced in the HR Service Configuration form and how the template is applied to an HR case. Refer to Create or modify HR services.

    Table Select the table the template applies to.

    The type of table you select determines a case or task template.

    The table you select also determines what information you can populate into an HR case form.

    Template This field automatically displays after selecting a table and used to auto-populate records.

    Click and select the field from the table. You can select multiple fields.

    Enter the information that auto-populates.
    Next Related Template

    Using this field creates a record at the same hierarchical level (sibling) as the current template.

    Using this field on a child template specifies an extra child template under the same parent template.

    This field is not supported on top-level templates.

    Next Related Child Template

    This field creates a record at the hierarchical level below (child) the current template.

    You can assign a child template to a child template.

    Link element Use this field to link a record created from a child template to the record created from the parent template.

    The template script include chooses the first valid reference field that can link to the parent record when this field is left blank.

    Active Check to make template available for use.
    Template reference Click and select the Lookup using list icon to reference an existing template.
    Template reference field Click and select the created record to another template created record.
    Assigned to field Select the assigned_to field on the record created.
  4. Click Save to save the HR template and remain on the HR Template form. Click Update to save the HR template and return to the HR Templates list.