Guided Setup

HR Guided Setup provides a sequence of tasks that help you configure Human Resourcesapplications on yourServiceNow instance.

You are guided through completing configuration activities that are organized in categories for common platform settings and HR applications. The percentage of activities that you complete for each category is displayed, so you monitor your progress. Each configuration activity in HR guided setup provides the following resources to help you:
  • Contextual embedded help
  • Contextual documentation on the ServiceNow product documentation site
To access Guided Setup, you must have the following roles:
  • System Administrator [admin]
  • HR Administrator [hr_sn_core.admin]

HR Guided Setup homepage

The HR Guided Setup homepage displays a list of prerequisites for configuring HR applications on your ServiceNow instance. It also displays the overall percentage of completed activities.

Figure 1. HR Guided Setup homepage
Table 1. HR Guided Setup homepage UI components
No. UI Component Description
1 Completion indicator Displays the overall percentage of completed tasks.
2 Homepage control Opens the HR guided setup homepage.
3 Progress chain Represents each activity category with a node. The node can appear in any of the following formats to indicate your progress in the category:
  • : Not started
  • : In progress
  • : Skipped
  • : Complete
To view details for the category, click the corresponding node.
4 Navigator pane control Helps maximize or minimize the application navigator pane.
5 Get Started button Opens the category view page.
Note: If you return to the homepage after starting configuration tasks, the Continue button is displayed instead of the Get Started button.

HR Guided Setup Category View

The HR Guided Setup Category View page displays the configuration categories and the tasks contained in them.

Figure 2. HR Guided Setup Category View page
../image/GuidedSetupCatView.png
Table 2. Category View page components
No. UI Component Description
1 Status Displays the status of the configuration tasks in the category.
  • Not started: Indicates that the configuration tasks in the category are not started. You can click the Get Started to start the configurations on the task view page.
  • In progress: Indicates that the configurations tasks are in progress. The percentage of complete tasks is also displayed. You can click Continue to continue with the configurations on the task view page.
  • Complete: Indicates that the configuration tasks are complete. You can click Edit to change the configurations on the task view page.
  • Skipped: Indicates that the configuration tasks in the category are skipped. If a category is skipped, its description and configuration tasks are not displayed. To redisplay the description and tasks for a skipped category, you can click Activate.
2 Category name Displays the category name and its brief description. You can click Skip to skip the configuration tasks in the category. If a category is skipped, its description and configuration tasks are not displayed.
3 Get Started Click to start configuring the tasks for the category.
4 Tasks Lists the configuration tasks in the category. These icons indicate the status of each task:
  • : Not started
  • : Locked
  • : Skipped
  • : Complete

HR Guided Setup Task View

The HR Guided Setup Task View page displays the configuration tasks, their descriptions, and their current statuses. It also provides controls to start tasks, skip tasks, mark tasks as complete, or unlock tasks.

Figure 3. HR Guided Setup Task View page
Table 3. Category View page components
No. UI Component Description
1 Completion indicator Displays the percentage of completed tasks in the category.
2 Tasks completed Lists the configuration tasks in the category. These icons indicate the status of each task:
  • : Not started
  • : Locked
  • : Skipped
  • : Complete
3 Tasks Displays the task name and its brief description.

You can click Skip to skip the configuration task. If a task is skipped, its controls become unavailable.

Some tasks are locked because you must activate a plugin to start the task. You can click View plugins to unlock the task.

4 Task controls Controls to start or complete a task:
  • Configure: Use this control to start a configuration task.
  • Mark as complete: Use this control to mark a configuration task as complete.

    You can mark a configuration task as complete after you complete the required configurations or beforehand to accept the default configuration settings.

HR Guided Setup Configuration View

The HR Guided Setup Configuration View page helps you set configurations through the corresponding forms, lists, properties, and so on. It also provides you access to contextual embedded help, contextual documentation on the ServiceNow product documentation site, and guided tour (if available for an activity).

Figure 4. HR Guided Setup Configuration View page
Table 4. Configuration View page components
No. UI Component Description
1 Configuration workspace Displays forms, lists, properties, and so on, to set the required configurations.
2 Embedded help Displays contextual help information and instructions for the configuration task. Not available for all configuration tasks.
3 Task controls
  • Take a Tour: If available, use this control to view a guided tour of the configuration task.
  • Mark as Complete: Use this control to mark a configuration task as complete and return to the task view page.
  • Skip this Configuration: Use this control to skip the configuration task and return to the task view page.
  • Back to Guided Setup: Use this control to return to the task view page.
  • Exit Guided Setup: Use this control to exit the ITSM Guided Setup application.
4 Help pane control Maximizes or minimizes the help pane.