Installed with HR Service Management Scoped

Several types of components are installed with HR Service Management Scoped.

Tables installed with HR Service Management Scoped

Human Resources Scoped App: Core plugin adds the following tables.
Table Description
HR Beneficiary

[sn_hr_core_beneficiary]

Subject tables (HR services).
HR Benefit

[sn_hr_core_benefit]

Subject tables (HR services).
HR Benefit Plan

[sn_hr_core_benefit_provider]

Providers for benefits.
HR Benefit Type

[sn_hr_core_benefit_type]

Types of benefits.
HR Case

[sn_hr_core_case]

Base table for HR cases. The details of a submitted HR case.
Client Role Rule

[sn_hr_core_client_role_rule]

HR Condition

[sn_hr_core_condition]

HR Conditions for Criteria

[sn_hr_core_m2m_condition_criteria]

HR Contact

[sn_hr_core_contact]

Basic contact information for HR contacts (relating to an HR profile).
HR Core Compensation

[sn_hr_core_compensation]

Details on compensation for an employee.
HR Core Compensation Bonus

[sn_hr_core_bonus]

Details on the type, percentage, and amount of bonus for an employee.
HR Core Compensation Salary

[sn_hr_core_salary]

Details on the type of salary and currency for an employee.
HR Core Compensation Stocks

[sn_hr_core_stocks]

Details on amount, vesting schedule and dates, and quantity of stock for an employee.
HR Criteria

[sn_hr_core_criteria]

HR Criteria for Links

[sn_hr_core_m2m_link_template]

HR Disability Benefit

[sn_hr_core_disability_benefit]

Subject table (disability benefit).
HR Disciplinary Issue Type

[sn_hr_core_disciplinary_issue_type]

Types of employee performance issues.
HR Disciplinary Warning Type

[sn_hr_core_disciplinary_warning_type]

Types of employee performance warnings.
HR Document Acknowledgement

[sn_hr_core_document_acknowledgement]

Stores document acknowledgement instances.
HR Document Template

[sn_hr_core_document_template]

Stores the PDF templates for services that generate letters.
HR Employee Relations Case

[sn_hr_core_case_relations]

Details of an employee relations case.
HR Health Benefit

[sn_hr_core_health_benefit]

Subject table (benefit).
HR Insurance Benefit

[sn_hr_core_insurance_benefit]

Subject table (insurance benefits).
HR Link

[sn_hr_core_link]

URL links for information and suggested reading widgets.
HR Operations Report

[sn_hr_core_op_report]

Subject table (reports).
HR Operations Report Frequency

[sn_hr_core_op_report_frequency]

HR operational report frequencies (monthly, weekly, and others).
HR Operations Report Type

[sn_hr_core_op_report_type]

Type of HR report requested.
HR Operations System

[sn_hr_core_op_system]

Operations system for a report (payroll, HR, and others).
HR Operations System to Report Type

[sn_hr_core_op_system_to_report_type]

Type of HR report by system.
HR Payroll Case

[sn_hr_core_case_payroll]

Payroll HR cases.
HR Profile

[sn_hr_core_profile]

Subject table (payroll).
HR Profile Bank Account

[sn_hr_core_profile_bank_account]

Subject tables (HR services).
HR Profile Direct Deposit

[sn_hr_core_direct_deposit]

Subject profile table (direct deposit).
HR Retirement Benefit

[sn_hr_core_retirement_benefit]

Subject table (retirement benefit).
HR Service

[sn_hr_core_service]

HR Service Option

[sn_hr_core_service_option]

HR Task

[sn_hr_core_task]

The base table for HR tasks. The details of a task associated with a particular HR case.
HR Template

[sn_hr_core_template]

HR Tier Escalation

[sn_hr_core_tier_escalation]

HR Total Rewards Case

[sn_hr_core_case_total_rewards]

Total Rewards/Benefits based HR cases.
HR Workday Department Interface

[sn_hr_wday_cmn_department_int]

Workday interface table for departments.
HR Workday DS Interface

[sn_hr_wday_data_import]

Workday interface for worker data.
HR Workday ID Cross Reference

[sn_hr_wday_id_cross_reference]

Maps Workday and ServiceNow primary keys.
HR Workday Job Profiles Interface

[sn_hr_wday_job_profile_int]

HR Workday Job Tracker

[sn_hr_wday_job_tracker]

HR Workday Locations Interface

[sn_hr_wday_cmn_location_int]

Workday interface table for location.
HR Workforce Administration Case

[sn_hr_core_case_workforce_admin]

Details of Workforce Administration case such as personal information change requests, employment verification letter requests, onboarding tasks, and offboarding tasks.
HRIT Operations Case

[sn_hr_core_case_operations]

Operations and HRIT cases.
Job Profile

[sn_hr_core_job_profile]

Job profile description.
Matching Roles

[sn_hr_core_matching_roles]

Position

[sn_hr_core_position]

Job position information.
Relationship

[sn_hr_core_relationship]

Signature Image

[signature_image]

Contains images of captured signatures.
Topic Category

[sn_hr_core_topic_category]

Topic Detail

[sn_hr_core_topic_detail]

Who is covered

[sn_hr_core_who_is_covered]

Collects information on people covered by benefits of an employee.
CMDB HR Case Product Model

[cmdb_hr_case_product_model]

The product models used for HR case record producers.
CMDB HR Task Product Model

[cmdb_hr_task_product_model]

The product models used for HR task record producers.
Content Block Open Header

[content_block_open_header]

Employment History

[sn_hr_core_employment_history]

Employee employment history by company.
HR Application

[sn_hr_core_application]

HR Assignment Data Lookup

[sn_hr_core_dl_assignment]

The details of who HR cases can be assigned to.
HR Benefit Tuition Reimbursement

[sn_hr_core_benefit_tuition_reimbursement]

Subject profile table (tuition reimbursement)
HR Case Flow

[sf_hr_case]

The details of HR case state flows.
HR Case Template

[sn_hr_core_case_template]

HR Case template.
HR Category

[sn_hr_core_category]

The categories that can be assigned to HR cases, used for assignment and reporting.
HR Category for Operations

[sn_hr_core_category_operations]

HR Dental Benefit

[sn_hr_core_dental_benefit]

Subject profile table (dental benefits)
HR Direct Deposit

[sn_hr_core_direct_deposit]

HR Disciplinary Category

[hr_category_performance]

Performance categories
HR Disciplinary Issue

[sn_hr_sp_performance_issue]

HR Employment History

[hr_employment_history]

The details of employment history, displayed in the hr_profile record for a sys_user. Contains a reference to Profile [hr_profile].
HR Links for Template

[sn_hr_core_m2m_link_template]

M2M between HR links and template lookup.
HR Medical Benefit

[sn_hr_core_medical_ benefit]

Subject profile table (medical benefits)
HR Payroll

[sn_hr_core_payroll]

HR Payroll Category

[sn_hr_core_category_payroll]

HR Pharmacy Benefit

[sn_hr_core_pharmacy_benefit]

Subject table (pharmacy benefits)
HR Position

[hr_position]

The job positions and a reference to the departments the positions are part of.
HR Profile Contact

[sn_hr_core_contact]

Basic contact information for HR contacts (relating to an hr profile).
HR PTO Balance

[sn_hr_wday_pto_balance]

Current employee paid time off (PTO) balance.
HR Task Flow

[sf_hr_task]

The details of HR task state flows.
HR Template Lookup

[hr_template_lookup]

Defines set of tasks generated for an HR service category. (Only onboarding is implemented.)
HR Todo Tasks for Template

[sn_hr_core_m2m_task_template]

M2M between HR tasks and template lookup.
HR Total Rewards Category

[sn_hr_sp_category_total_rewards]

Benefits Categories
HR Tuition Reimbursement

[sn_hr_core_tuition_reimbursement]

Subject table (tuition reimbursement)
HR Vision Benefit

[sn_hr_core_vision_benefit]

Subject table (vision benefit)
HR Workforce Admin Category

[sn_hr_sp_category_workforce_admin]

HR Onboarding/Offboard/Change categories
Job Interview

[sn_hr_candicate_po_hr_job_interview]

Job interview instance (position, candidate, date)
Job Posting

[sn_hr_candidate_po_hr_job_posting]

Job posting instance (active profile and requisition]
Job Profiles Interface Table

[sn_hr_wday_job_profile_int]

Workday interface table for job profile.
Workday PTO Balance

[sn_hr_wday_pto_workday_pto_balance]

Paid time off (PTO) balance from Workday.
Workday Status

[sn_hr_wday_workday_status]

Workday Time Off Type

[sn_hr_wday_pto_time_off_type]

Paid time off (PTO) type (from Workday).
Table 1. Tables for PDF generator
Table Description
General Element

[general_elements]

The formats used by the PDF generator that can be used to customize the template for the PDF document.
General List

[general_list]

A list of the properties and query used to generate the PDF document, for example, the employment verification letter.

Roles installed with HR Service Management Scoped

Human Resources Scoped App: Core plugin adds the following roles.

Role title [name] Description Contains Roles
HR system administrator

sn_hr_core.admin

Full control over all human resources data and can administer territories and skills.

User groups can replace this role.

  • sn_hr_core.manager
  • assignment_rule_admin
  • knowledge_manager
  • sn_hr_sp.employee
  • sn_hr_sp.hrsp_employee
  • sn_hr_wday.workday_integration
  • skill_admin
  • template_editor_global
  • catalog_admin
  • approval_admin
  • survey_admin
HR agent

sn_hr_core.basic

Can create, update, and delete HR cases and follow up on cases they created.

User groups can replace this role.

  • document_management_user
  • sn_hr_core.case_writer
  • sn_hr_core.kb_writer
  • sn_hr_core.profile_writer
  • skill_user
  • survey_reader
HR case reviewer

sn_hr_core.case_reader

Can read HR cases and follow up on cases they created.
  • sn_hr_core.profile_reader
HR case worker

sn_hr_core.case_writer

Can create and update HR cases.
  • sn_hr_core.case_reader
HR knowledge article writer

sn_hr_core.kb_writer

Can create and update HR knowledge articles.
  • None
HR manager

sn_hr_core.manager

Full control over all HR functions.

User groups can replace this role.

  • sn_hr_core.basic
  • sn_hr_core.secure_info writer
  • approver_user
  • catalog
  • catalog_admin
  • skill_admin
  • survey_admin
HR profile reviewer

sn_hr_core.profile_reader

Can read HR profiles.
  • None
HR profile writer

sn_hr_core.profile_writer

Read and write basic HR profile information.
  • sn_hr_core.profile_reader
HR secure information reader

sn_hr_core.secure_info_reader

Read all HR case and user information including sensitive information (SSN, paycheck, and similar information).
  • sn_hr_core.profile_reader
HR position specialist

sn_hr_core.secure_info_writer

Can create, update, and delete HR position records.

Can create and update HR profiles.

Read and write all HR case and user information including sensitive information (SSN, paycheck, and similar information).

  • sn_hr_core.secure_info_reader
  • sn_hr_core.profile_writer
admin

[sn_hr_sp.admin]

Allows a delegated developer access to development areas like widget creation for the HR Service Portal.

Can assign Service Portal roles.

Can turn on Scoped Admin for Service Portal in sys_app.

Can access the HR Service Portal.

  • None
Alumni

sn_hr_sp.hrsp_alumni

Role assigned when employment status is offboarding or previous employee.

Can access the HR Service Portal.

sn_hr_core.hrsm_alumni
Contingent employee

sn_hr_sp.hrsp_contingent

Role assigned to employee with a fixed term contract.

Can access the HR Service Portal.

sn_hr_core.hrsm_contingent
Contractor

sn_hr_sp.hrsp_contractor

Role is assigned when employment status is employed and type temporary.

Can access the HR Service Portal.

sn_hr_core.hrsm_contractor
Employee

sn_hr_sp.hrsp_employee

Role assigned when employee type is permanent.

Can access the HR Service Portal.

sn_hr_core.hrsm_employee
New Hire

sn_hr_sp.hrsp_new_hire

Role assigned when employee is hired.

Can access the HR Service Portal.

sn_hr_core.hrsm_new_hire
Workday Integration Role

sn_hr_core.workday_integration

A Workday integration specialist. Has access to the Workday integration module and can set integration properties. Also, has access to the Job Status module that lists Job Trackers.
  • None

User groups installed with HR Service Management Scoped

Human Resources Scoped App: Core plugin adds the following user groups.

User group Description
HR Parent to other HR groups. It grants the HR manager role, and its child groups inherit the HR manager role.
HR Admin Group members can perform all the functions in HR.
HR Benefits Group members administer HR benefits. Inherits the HR manager role.
HR Employee Relations Group members administer employee relations.
HR Investigations Group members investigate HR cases. Inherits the HR manager role.
HR Leadership Group members manage HR teams. Inherits the HR manager role.
HR Payroll Group members administer HR payroll. Inherits the HR manager role.
HR Recruiting Group members perform recruiting and hiring activities.
HR Systems Group members grant system access, perform system password resets, create system reports, and provide HR Service Portal
HR Tier 1 Group members have wide range of HR skills.
HR Tier 2 Group members have specific range of HR skills.
HR Tier 3 Group members are experts in specific HR skills.
HR VIP Watchlist Members of this group are added to the watchlist of HR cases for VIP users. No roles are granted.

Script includes installed with HR Service Management Scoped

Human Resources Scoped App: Core adds the following script includes.
Script include Description
GeneralHRForm Generates employment verification letter from personal information in the HR profile.
hr Container for commonly used values.
HRBenefitTables HR Benefit table choice
HrRoleManagement
HRSecurityUtils Contains various utility functions for the Human Resources App Scoped Security Plugin.
HRUserAuthentication
hr_AssignmentUtil Assigns groups and/or agents to HR cases and tasks
hr_Case Wrapper class for HR Case records.
hr_CaseAjax Wrapper class for HR Case Ajax requests.
hr_CaseHierarchyUtils Utilities for showing HR services based on provided topic deail, topic detail, or COE.
hr_CaseUtils Utilities to populate a case from a record producer.
hr_Configuration Utilities for getting HR property settings.
hr_Constants List of constants used in the State field of the HR case and HR task.
hr_CoreUtils Core HR utility functions.
hr_CreateProfilesAJAXProcessor Handles creating HR profiles via the Generate HR Profiles module.
hr_Criteria Utility for evaluating HR criteria and underlying conditions
hr_Filters Filters for groups.
hr_Login_Authenticator
hr_MySubjectStats
hr_Payroll Utilities for payroll functionality.
hr_ProducerUtils Utilities for displaying data on catalog and portal.
hr_Profile Handles HR profile records.
hr_SCConfig Container for commonly used values needed by the service catalog manager plugin.
hr_ServicesUtil Utilities for creating HR cases from an HR service.
hr_SysUser Handler for HR functionality on sys_user records.
hr_Task Wrapper class for HR Task.
hr_TemplateUtils Utilities related to applying templates.
hr_UserToProfileMigration Helps create HR profiles from the Users table.
hr_Utils Generic functionality for the HR application.

Client scripts installed with HR Service Management Scoped

Human Resources Scoped App: Core adds the following client scripts.

Client script Table Description
Reset priority on opened_for change HR Case

[hr_case]

Adjusts HR case priority based on whether the user is a VIP.
Auto populate fields HR Case

[hr_case]

Automatically sets location and department fields in HR cases, based on details from the user associated with that record.
Populate profile and assignment group HR Case

[hr_case]

Populates the Assignment Group and HR profile fields (if the Opened for user has an HR profile) in an HR case.
Custom Knowledge Search HR Case

[hr_case]

Custom knowledge search in the HR case form view.
End date must be after start date HR Employment History

[hr_employment_history]

Validates that the employment end date is not before the employment start date.
Enforce unique user HR Profile

[hr_profile]

Prevents creating a profile when the selected user already has an HR profile.
Hide Record Producer variables HR Case

[hr_case]

Hides record producer variables which would otherwise be displayed in the HR case form view.
Highlight VIP employee HR Case

[hr_case]

Formats an HR case for a VIP user in the HR case list.
Populate Category using template HR Case

[hr_case]

Populates the category based on the selected HR template.
Populate fields using sys_user HR Profile

[hr_profile]

Updates fields in a new HR profile record when an existing user is selected.
Populate HR profile onChange HR Case

[hr_case]

Updates the HR profile fields in an HR case automatically when the Opened for user is changed.
Populate Opened for field onChange HR Case

[hr_case]

Updates the Opened for field when a profile is added to an HR case.
Populate template using category HR Case

[hr_case]

Populates the template on an HR case when a category is changed.
Start date must be before end date HR Employment History

[hr_employment_history]

Validates that the employment start date is not after the employment end date.
Field Access [onLoad] hr_profile Sets HR Profile fields to read only if the user does not have the hr_case_writer role.
update manager when department changes hr_case When the Department field is updated, set the Manager field if the case is an Onboarding case.
Set Category hr_document_template Sets the default value for the Category field to Employment Verification.
Clear task on change of user hr_document_acknowledgement If the user in the referenced task is changed, disassociate the document acknowledgement.
EnforceFields hr_case Ensures that the form cannot be submitted unless the mandatory fields are completed.
Populate Department from Position hr_case If the case is Onboarding, set the Department field when the Position field is updated.
Validate Email Address on submit hr_emergency_contact Ensures that the email address is valid when the form is submitted.
Make Ack Type mandatory in HR Task. hr_task Make the Acknowledgement type field mandatory when assigned to an Opened for user on the HR case.
User field is only writable for hr_admin hr_profile User field on the hr_profile form is read-only for all the users except for hr_admin users.

Business rules installed with HR Service Management Scoped

Human Resources Scoped App: Core adds the following business rules.
Business rule Table Description
Assigned

#Ready for work (approval off)

Ready for approval

Ready for work (approval on)

#Start work

#Cancellation

HR Case [hr_case] Invokes the state flow process for HR cases.
Accept

Assigned

#Cancel cleanup

Ready for work

Reassign

Resume HR case

Start work

HR Task [hr_task] Invokes the state flow process for HR tasks.
Add categories to scratchpad HR Case [hr_case] Loads the HR case types and associated categories and maps the template to the case type.
Add HR Supervisor to watch list HR Case [hr_case] Adds members of the HR VIP Watchlist group to an HR case when the user is a VIP.
#Add User Acceptance State HR Case [hr_case] Places an HR case into Waiting for user acceptance state.
#Auto-assessment business rule HR Case [hr_case] Triggers an HR survey when the case is closed or canceled.
Auto Assign HR task [hr_task] Checks skills, country, and group requirements for task assigned to the HR case agent. If no match, perform same check for the HR case. If no match, check for skills only.
#Clear durations HR Case [hr_case] Clears the Duration value on hr_case records when the case is reactivated (when Active changes to true on a record inserted or updated).
Close HR task HR task [hr_task] Closes the HR task that was created to request documentation from an employee when the employee replies to the email and attaches the file.
Display action required HR Case [hr_case] Displays HR has requested some actions on your part message.
Display Ready for Work message HR Case [hr_case] Displays a message if the HR case is in draft state instructing the agent to start work.
Display reminding message on HR case HR Case [hr_case] Checks the access level of the current user and displays appropriate information in the HR case. If the admin is impersonating a user, display a message that they are not allowed access.
Enforce unique user HR Profile [hr_profile] Ensures that a duplicate HR profile is not entered for a user.
Exit survey trigger HR Task [hr_task] Sends a link to the exit survey when the exit survey task state changes to Work in Progress.
Notify HR Case owner when all task close HR Task [hr_task] Sends a notification to the HR case assigned-to agent when all HR tasks are complete.
Populate case SLAs Task SLA [task_sla] Inserts a Service Level Agreement timer when an HR case is active.
Reassignment counter for Case HR Case [hr_case] Counts the number of times the case is reassigned.
Remove HR Supervisor from watch list HR Case [hr_case] Removes HR VIP Watchlist group members from an HR case when the user is no longer a VIP.
Restrict query HR Case [hr_case] Amends the query used to get HR case records to display in list view.
Restrict query HR Task [hr_task] Amends the query used to get HR task records to display in list view.
Restrict query Emergency Contact [hr_emergency_contact] Amends the query used to get records to display in list view.
Restrict query Employment History [hr_employment_history] Amends the query used to get records to display in list view.
Send hr_case events HR Case [hr_case] Adds events to the event queue when records are inserted or updated.
Set HR mailto System properties [sys_properties] Sets the email address specified in the Configuration module when the user selects Email HR on the HR Portal.
Set user fields HR Case [hr_case] Sets the Opened for value on an hr_case record when the record is inserted or updated.
Start HR User Acceptance timer HR Case [hr_case] Starts the timer when an HR case is resolved. The user is notified to accept the resolution and close the case. With no user response, the case is automatically closed when the time ends.
#Synchronize fields to hr_profile User [sys_user] Synchronizes fields between associated hr_profile and sys_user records on update of the sys_user record.
#Synchronize fields to sys_user HR Profile [hr_profile] Synchronizes fields between associated sys_user and hr_profile records on update of the hr_profile record.
Update durations HR Case [hr_case] Sets the Duration value on hr_case records when the case becomes inactive (when Active changes to false on record inserted or updated).
#Update HR Case percent complete Task [task] Updates the task percent complete for an HR case based on the state of associated HR tasks.
Update hr_case when hr_task changes HR Task [hr_task] Updates Additional comments and Work notes fields on the associated hr_case record when an hr_task record is created or updated.
Update name field HR Profile [hr_profile] Updates the Name value on an hr_profile record if the First name or Last name value changes when a record is inserted or updated.
#Validate end date is after start date HR Profile [hr_profile] Validates that Employment end date is after Employment start date when any of the two values changes when an hr_profile record is inserted or updated.
#Validate opened_for against hr_profile HR Case [hr_case] Updates the Opened for value on hr_case records when State is not Requested and the record is updated.
ValidateChanges HR Task [hr_task] Ensures that changes are valid.
#Verify Work Notes HR Case [hr_case] Requires that work notes are entered when the HR case state changes.
#Verify Work Notes HR Task [hr_task] Requires that work notes are entered when the HR task state changes.

Email notifications installed with HR Service Management Scoped

Human Resources Scoped App: Core uses the following email notifications. All are based on the HR Case [hr_case] table.
Script action Description
HR Case opened Sends an email to the caller and the user who enters the case when Active is true on record inserted.
HR Case created from email Sends an email to the sender when an HR case is created from an inbound email action.
HR Case assigned to me Sends an email to the assigned user when Active is true AND Assigned to is not empty AND Assigned to change AND On record inserted or updated.
HR Case assigned to my group Sends an email to the assignment group members when
  • Active is true AND Assigned to is empty AND Assignment group changes AND Assignment group is not empty AND On record inserted or updated.
HR Case commented Sends an email to the creator, the caller, the assigned user, and members of the watchlist when Active is true AND Additional Comments changes AND On record updated.
HR Case resumed Sends an email to the assigned user when an HR task is closed complete and the HR case is automatically resumed.
HR Case changed Sends an email to the sender and the assigned user or group when the state, assignee, assignment group, or work notes are changed in an HR case.
HR Case worknotes Sends an email to the assigned user when Active is true AND Assigned to is not empty AND Work notes changes AND On record updated.
HR Case closed Sends an email to the creator, the caller, the assigned user, and members of the watchlist when Active is false AND On record updated.
HR Company welcome email Sends an email to the HR profile manager on an event fired by the Employee Onboarding HR Workflow.
HR Task assigned to me Sends an email to the assigned user when Active is true AND Assigned to is not empty AND Assigned to change AND On record inserted or updated.
HR Task assigned to my group Sends an email to the assignment group members when
  • Active is true AND Assigned to is empty AND Assignment group changes AND Assignment group is not empty AND On record inserted or updated.
HR Task commented Sends an email to the assigned user, and members of the watchlist when Active is true AND Additional Comments changes AND On record updated.
HR Task closed Sends an email to the user assigned to the HR case when Active is false AND On record updated.
HR Task changed Sends an email to the event creator and the users defined in event parms 1 and 2 when the hr.task.changed event is fired.
HR Employment Verification Sends an email to the third party who requested the employment verification letter.

Events installed with HR Service Management Scoped

Human Resources Scoped App: Core registers the following events.
Event Description
hrc.case.resume Triggers when an HR task is closed and the HR case is resumed.
hrc.request.changed Triggers when the state, assignee, assignment group, and work notes are changed.
hrc.request.email.creation Triggers when a request is inserted from an email.
hrc.task.changed Triggers when the state, assignee, assignment group, and work notes are changed.
hrc.task.closed Triggers when a task is closed complete, but the parent case is not resumed and one or more tasks are still pending.
hr_case.approved Triggers on approval of an HR case.
hr_case.assignment_group.changed Triggers when the assignment group is changed.
hr_case.commented Triggers when a comment is added to an HR case.
hr_case.emp_verification Triggers from a UI action for employment verification to send the employment verification email to the person who requested it.
hr_case.inserted Triggers on insertion of an HR case.
hr_case.inserted.assigned Triggers on insertion and auto-assignment of an HR case.
hr_case.inserted.unassigned Triggers on insertion of an HR case that is not auto-assigned.
hr_case.updated Triggers when an HR case is updated.
hr_case.welcome_email Triggers on insertion of an onboarding case to send the welcome email for a new employee.

HR skills installed with HR Service Management Scoped

Human Resources Scoped App: Core adds the following HR skills.
HR skill Description
Employee Career Provides guidance about the career path for employees.
Employee Relations Assists employees with employee relations cases.
Employee Transfer Manages process for transferring employees to ensure that all tasks are completed.
Exit Interviews Interviews offboarding employees to ensure compliance and collect feedback.
Hiring Manages processes, such as personnel requisitions, for the hiring of new employees.
HR Is contained within all HR skills.
HR Benefits Assists employees with benefits cases.
HR Policy Assists employees with questions about company policies.
HR Systems Manages HR systems, such as payroll, learning management system, and employee database.
Leave of Absence Assists employees to schedule leaves of absence, such as maternity leave.
Payroll Assists employees with payroll questions and issues.
Spanish Language Speaks Spanish, and can act as a translator when needed.
Time Tracking Assists employees with timecard questions.
Vacation/Leave Assists employees with vacation or leave questions.
Workday Manages the Workday system and supports integration.

HR catalog items installed with HR Service Portal

Human Resources Scoped App: Service Portal adds the following HR catalog items.
HR catalog item Description
401(k) benefits Submit a question about 401(k) benefits. For example: How much can I contribute? or When do withdrawals start?
Employee relations questions Submit a question about employee relations. For example: My office mate talks too loudly on the phone all day long.
Employment verification Submit a request to have an employment verification letter generated and sent to a third-party contact, such as a bank loan officer. Variables include the name of the institution, contact name and info, and email address.
General Submit a question about benefits that are not covered by the other catalog items. For example: Does the company have a discount program?
Medical/dental/vision Submit a question about your health coverages, such as what you to cover your domestic partner.
Payroll Submit a question about payroll. For example: How do I change my W2 deductions?
Retirement Submit a question about retirement benefits and options, such as how many years must you have with the company to qualify for retirement.
Tuition Submit a request for tuition reimbursement following your company guidelines. Variables include the educational institution, class taken, completion date, and the tuition amount.