HR services setup

HR Services is the starting point for creating or customizing your system.

The base system provides basic HR services and the required support data. Refer to Provided HR services. To set up or customize your system:

  • Create or edit an HR Service. Go to HR Services > HR Service Configuration.
  • Create or select a Topic Detail associated with the HR Service.
    • The Topic Detail determines the table a service is created in.
  • Select or create an HR template for use when an HR case is created when you want the HR service to contain default information. This step is optional.
  • Select or create a Record producer when you want the HR service available in the HR catalog. This step is optional. The table of the Record producer must match the COE.
  • Create or select a Lifecycle event type only when the HR service is a Lifecycle Event. This step requires the HR service to span across applications and is optional.
  • Optional: Add HR service options.
  • Optional: Add approvers.
  • Enter a description.
  • Add fulfillment instructions.
  • Add knowledge articles.
  • Optional: Add service table fields.
  • Optional: Add subject person related lists.
  • Optional: Add service activities.