Add or modify HR content for the Employee Service Center

Use the HR Content Types and Manage Content to create custom content for the HR Service Portal. The base system provides content types and content that you can use to customize your HR Service Portal.

Before you begin

Roles required: sn_hr_core.admin, sn_hr_core.content_writer

About this task

The fastest way to create content for your HR Service Portal is to use the examples provided by the base system. The process is:
  • Select a Content Type.
  • Select an HR Widget Instance.
  • Create or select the HR portal content.

Procedure

  1. Navigate to HR Administration > Service Portal > Content Types.
  2. Select an existing content type to edit.
    There are two tabs:
    • HR Widget Instances
      • An HR Widget Instance is pre-selected for you when editing existing content.
    • HR Portal Content
      • Where you add or edit existing content.
      • Determine the audience for the content.
  3. To create content, click New.
    FieldDescription
    Name A name that describes the content.
    Application Application that contains the content record. Global is preselected.
    Active Indicates that the content is active and available to use.
  4. Click Save and the HR Widget Instances and HR Portal Content tabs appear.
  5. From the HR Widget Instances tab, click New.
    FieldDescription
    Name The name of the widget instance.
    Content type The name of the content type created previously.
    Widget instance Reference to a widget that contains a location, properties, and CSS specific to that instance.
    Application Application that contains the content record. Global is preselected.
    Active Indicates that the content is active and available to use.
  6. Click Save or Submit. The HR Portal Content form appears.
    FieldDescription
    Title A descriptive name for the content.
    Note: What you enter here appears on the HR Service Portal.
    Order When you have multiple pieces of content for a content type, you can define the order they appear.

    Enter a number defining the order the link appears on the HR Service Portal. The higher the number, the lower the entry appears.

    Note: Use increments of 100 when determining the order. This method makes it easier to edit. For example, you numbered your links 1, 2, 3, 4, 5 and wanted to place a new link after 2. You would have to renumber 3, 4, and 5.
    Content type When you navigate from the Content Types form, this field is pre-filled for you.

    When you navigate from HR Administration > Service Portal > Manage Content, select the content type.

    • Banner
    • Calendar
    • Email
    • Event
    • Image-based link
    • Rich text
    • URL
    • Video
    Note: The Email content type does not appear on the HR Service Portal. It is a way to send a company-wide or audience-specific email.
    HR widget instance When you navigate away from the Content Types form, this field is pre-filled for you.

    When you navigate from HR Administration > Service Portal > Manage Content, select the widget instance.

    A widget instance is a reference to a widget that contains a location, properties, and CSS specific to that instance.
    See Widget instances .
    Note: Use a widget instance to place more than one type of content in the same area of the HR Service Portal. For example, you can have multiple versions of a calendar in the same widget instance.
    Active Check to make the content active.
    Start date Click the calendar icon and select the date the content becomes active and appears on the HR Service Portal.
    Note: Leave this field blank for content to appear immediately and indefinitely.
    End date Click the calendar icon and select the date the content becomes inactive and no longer appears on the HR Service Portal.
    Note: Leave this field blank for content to appear indefinitely.
    The fields under the Content tab change depending on what is selected in the Content type field. The User Selection tab determines the audience for the content.
    Create or edit a banner
    The banner is the top half of the HR Service Portal. You can customize the background image, text, and button. There are two ways to create your banner:
    • Using custom HTML.
    • Using the provided fields.

    To create a banner, select Banner from the Content type field.

    Field Description
    Use custom HTML Check to use custom HTML for the banner page of your HR Service Portal.
    Table Select the table you want to resource for variables that are used in your custom banner.
    Rich text Enter the HTML text that determines what appears in the banner of your HR Service Portal.
    Select variables: Select variables that come from the table selected. Variables pull information from the selected table.
    To create a banner using the provided fields:
    Fields Description
    Background image Select an image to appear as a background for the banner. Recommended image size:
    • 1440 x 600 pixels (px)
    Recommended file size:
    • 100–500 kilobytes (KB), 100 is optimal
    Note: Optimizing your image is highly recommended. It improves performance on the HR Service Portal.
    Heading text Enter text to appear at the top of the banner. This text appears on top of the image.
    Body text Enter text to appear in the body of the banner. This text appears on the image.
    Show button Check to create a button that links to content.
    Button text Appears when Show button is checked.

    Enter text that appears on the button.

    Button link Appears when Show button is checked.

    Click the lock icon to enter a link to content. When clicking the button, you are directed to this link.

    Create or edit a calendar
    To add or change an existing calendar on the HR Service Portal, select Calendar from the Content type field.
    Field Description
    Table Select the table the calendar is stored. Typically, calendars are stored in the Schedule [cmn_schedule] table.
    Document Select the calendar you want to appear on the HR Service Portal.
    To have multiple calendars appear, you have to perform these steps for each calendar. You can use the User Selection tab to determine the audience for each calendar, or have multiple calendars that the user selects.
    Create or edit email
    Use the email feature to send a mass email to employees.
    To create an email, select Email from the Content type field.
    Note: Email does not appear on the HR Service Portal. The HR Content Types form is the instrument used to create the email.
    Field Description
    Content Use this tab to create the content of the email.
    When to send Select a date and time when you want the email to be sent.
    From Enter a name, title, or department that represents the sender of the email.
    Reply to Enter the email address that appears in the Reply to field.
    Subject Enter text that appears as the subject of the email.
    Body Enter text that appears as the body of the email. Use the formatting tools at the top of the form.
    Create or edit an event
    An event is an announcement that appears on the HR Service Portal for a specific date range. Events appear under the Upcoming Events section.
    To create an event, select Event from the Content type field.
    Field Description
    Table Select a table that provides variables to pull information into the event announcement.
    Event start Select the day the event starts.
    Note: The Start date is when you want the information about the event to first appear on the HR Service Portal.
    Event end Select the day the event ends.
    Note: The End date is when you want the information about the event to stop appearing on the HR Service Portal.
    Rich text Enter text to appear on the HR Service Portal that can be categorized as an announcement or event. Use the formatting tools provided to enhance how the text appears.
    Select variables Use variables to pull information from the selected table.
    Create or edit an image-based link
    An image-based link is an image that is also a link. Image-based links appear under the Quick Links section in the HR Service Portal.
    To create an image-based link, select Image-based link from the Content type field.
    Field Description
    Link Enter a URL that directs the user when clicking the associated image.
    Logo/Image Select Click to add to upload an image.
    Note: Optimizing your image is highly recommended. It improves performance on the HR Service Portal. For optimal quality, SVG files are recommended.
    Rich text
    Rich text appears under the HR widget instance Announcements section of the HR Service Portal.
    To create a rich text announcement, select Rich text from the Content type field.
    Field Description
    Table Select a table that provides variables to pull information into the announcement.
    Rich Text Enter text that is categorized as an announcement. Use the formatting tools provided to enhance how the text appears.
    Select variables: Use variables to pull information from the selected table.
    URL
    The URL appears under the Information or Suggested reading section in the HR Service Portal.
    To create a URL, select URL from the Content type field.
    Field Description
    URL Enter a URL you want employees to link to. The title of the URL appears as the link text.
    Video
    Appears under the Videos section in the HR Service Portal.
    To create a video link, select Video from the Content type field.
    Field Description
    Video URL Enter the URL link to the video you want displayed. The link must be embedded to render on the HR Service Portal.
    User Selection
    Determines the audience for your content. There is no default, so you must select filters and conditions for users to view the content.
    Field Description
    Filter by Additional fields appear depending on what you select here.
    Upload file Appears when Upload file is selected from Filter by. You can upload a file containing user names or email addresses.
    1. Check user_name template or email template.
    2. Navigate and choose the file to upload.
    3. Click Upload.
      Note: The first column must say user_name or email depending on what you are uploading.
    HR criteria Appears when HR criteria is selected from Filter by. Select the HR criteria that determines the audience for your content.
    User criteria Appears when User criteria is selected from Filter by. Select the User criteria that determines the audience for your content.
    Note: Scripted user criteria is not supported.
    Filter HR profiles Appears when HR profiles is selected from Filter by. Create filters to determine the audience for your content.
    Filter users Appears when Users is selected from Filter by. Create filters to determine the audience for your content.
  7. Click Save to save your entry and remain on the HR Portal Content form or Submit and return to the HR Portal Content list.