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Link knowledge articles or managed documents to an HR catalog item

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Link knowledge articles or managed documents to an HR catalog item

Link knowledge articles or managed documents to an HR catalog item so that employees can refer to the articles or documents when requesting the service through the HR service catalog. For example, an HR catalog item for a beneficiaries inquiry can include links to knowledge articles on who can be named as a beneficiary, the difference between a primary and contingent beneficiary, and so on.

Before you begin

For the link to display on the HR catalog item, make sure the item has a variable that is:

  • Type set to Macro with Label
  • In the Type Specifications related list, with Widget set to HRI Catalog to KB Article Display

Role required: sn_hr_core.admin

Procedure

  1. Navigate to HR Administration > HR Services > Manage HR Catalog.
  2. Hover over the HR catalog item that you want to add the knowledge article or managed document to, and click Manage KB articles.
    Link knowledge articles to an HR catalog item.
  3. Click New or open a record to add or edit a link.
  4. Fill in the fields on the form.
    Table 1. Catalog Item to KB Link form
    Field Description
    Name Name of the HR catalog item to knowledge article or managed document link.
    Catalog Item This field is automatically set to the HR catalog item.
    Knowledge Article Name of the knowledge article.
    Managed Document Name of the managed document.
    Active Check box to activate the link for use.
    Order Order number for the link. Lowered numbered links are displayed before higher numbered links.
  5. Click Submit or Update.
    The knowledge article will display under the Related Knowledge Documents section when employees open the HR catalog item in the HR catalog.
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