Create or modify HR case header configuration

Use the HR case header configuration form to customize what appears for the title row, person row, and detail row on the HR Ticket page for Opened for, Assigned to, and Subject person.

Before you begin

Role required: sn_hr_core.admin
The base system provides defaults that you can edit for:
  • Opened for/approver
  • Subject person/task assigned to
  • Request Onboarding for Opened for/approver
  • Request Onboarding for Subject person/task assignee
Note: Include the header configuration to the appropriate HR service configuration. See Create or modify an HR service.

Procedure

  1. Navigate to HR Administration > Service Portal > HR Case Header Configuration.
  2. Click New or edit an existing record.
    FieldDescription
    Name The name of the case header configuration. This name does not appear on the HR Service Portal.
    COE Select the table associated with the Center of Excellence (COE) that provides the fields you want to customize. The HR Case [sn_hr_core_case] and HR Lifecycle Events Case [sn_hr_le_case] are the defaults.
    Title row To customize the title row:
    • Use custom title: Check to make a custom title for the title row of the Ticket page and override the default.
    • Custom title: Enter a title to replace the title row.
      Note: Click the lock icon to view all fields for the table (COE). The defaults are HR service and Subject person.name, but you can customize any field on the table.
    Person row You can customize up to six people on the person row.
    • Person column 1 – 6: Check to customize a person row.
    • Person: Select the field to customize. The table selected in the COE field determines what fields appear.
    • Custom label: Enter text that replaces the Person field.

      The base system provides the Opened for, Subject person, Assigned to, and Watch list as defaults, but you can customize any field on the table.

    Note: You must check the box next to the Person field in order for it to appear on the Employee Service Center.
    Detail row You can customize up to six detail rows.
    • Detail column 1 – 6: Check to customize a Detail column row.
    • Detail: Select the field to customize. The table selected in the COE field determines what fields appear.
    • Custom label: Enter text that replaces the column selected from the Detail field.

      The base system provides the Short description as adefault, but you can customize any field on the table.

      Note: You must check the box next to the Detail column in order for it to appear on the Employee Service Center.
  3. Click Save to save the edits and remain on the Configuration form. A list of HR services that uses the configuration appears. The configuration cannot be deleted if being used. To remove a custom configuration, un-check the box and click Update.
  4. Or click Submit or Update to save the record and return to the HR Service Based Case Configurations list.