Configuring legacy HR Use the configuration checklist to help you set up HR for your organization, for the non-scoped version of HR. It may take some time to complete all configuration items. Most of these items can be done concurrently; exceptions are noted. If it takes several months to complete implementation, review the information entered during the initial configuration tasks and update it to reflect any changes.Table 1. Configure Human Resources ✓ Configure Enter or import the following information before importing user HR profiles. Positions HR Create a group. Include HR as a prefix in your group name so HR groups are easy to search for. Skills Set configuration options. Create or modify an HR profile in legacy HR database, as determined during the decision phase. Assign a role to a user to HR groups and staff. Be sure to assign hr_approver_user to anyone who approves cases. Assign skills to HR groups and staff. Create any HR templates and catalog items you need for the HR catalog. These are for the additional processes you identified during the planning phase. Review the installed HR case and task state flows and Customize a state flow as needed. Note: If you are managing cases manually or with workflows, you can disable state flows. Review the installed HR Create a workflow and edit or create new workflows as needed. Review and configure Create an HR assignment rule in legacy HR. Review and configure Notifications. You can customize the text of existing notifications and create notifications. Review and configure HR Service Level Agreements (SLA). Set up the HR knowledge bases. This is completed by the HR knowledge base administrator, who owns the content and its creation. The knowledge base administrator also defines and monitors the review, publication, and retirement processes.
Configuring legacy HR Use the configuration checklist to help you set up HR for your organization, for the non-scoped version of HR. It may take some time to complete all configuration items. Most of these items can be done concurrently; exceptions are noted. If it takes several months to complete implementation, review the information entered during the initial configuration tasks and update it to reflect any changes.Table 1. Configure Human Resources ✓ Configure Enter or import the following information before importing user HR profiles. Positions HR Create a group. Include HR as a prefix in your group name so HR groups are easy to search for. Skills Set configuration options. Create or modify an HR profile in legacy HR database, as determined during the decision phase. Assign a role to a user to HR groups and staff. Be sure to assign hr_approver_user to anyone who approves cases. Assign skills to HR groups and staff. Create any HR templates and catalog items you need for the HR catalog. These are for the additional processes you identified during the planning phase. Review the installed HR case and task state flows and Customize a state flow as needed. Note: If you are managing cases manually or with workflows, you can disable state flows. Review the installed HR Create a workflow and edit or create new workflows as needed. Review and configure Create an HR assignment rule in legacy HR. Review and configure Notifications. You can customize the text of existing notifications and create notifications. Review and configure HR Service Level Agreements (SLA). Set up the HR knowledge bases. This is completed by the HR knowledge base administrator, who owns the content and its creation. The knowledge base administrator also defines and monitors the review, publication, and retirement processes.
