Manage HR catalog categories in non-scoped HR

HR catalog categories provide a way to group HR catalog items, in the non-scoped version of HR. For example, the HR Benefits catalog category contains catalog items such as Retirement and Vacation.

Before you begin

Role required: admin, hr_manager, or hr_admin

About this task

When you create an HR catalog category, assign a catalog item to the category to publish the new catalog category to the HR Service Portal and HR Catalog. An HR case category and HR case template are created automatically.

Procedure

  1. Navigate to HR • Administration > 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.
  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.