Create an HR catalog item

You can create an HR catalog item from the Manage HR Catalog module.

Before you begin

Role required: sn_hr_core.manager, or sn_hr_core.admin

About this task

When you create an HR catalog item from the Manage HR Catalog module, an associated HR case category and HR case template are created automatically.

Procedure

  1. Navigate to HR Administration > HR Services > Manage HR Catalog.
  2. Select the HR category in the list on the left that contains the new catalog item.
  3. Click New Catalog Item.
  4. Enter the catalog item Name and Short description.
    The short description is used to help the employee make a selection from the HR catalog. It also appears in the Short description field when the catalog item is selected.
  5. Click and select Case type the item falls under.
  6. Select the Topic Category from the choice list. The choices change depending on what was selected in Case type.
  7. Click and select Topic Detail from the choice list. The choices change depending on what was selected in Case type.
  8. (Optional) Select the HR Assignment group to enable an HR agent to be auto-assigned when this catalog item is submitted.
  9. (Optional) Change the Priority if this type of HR case is prioritized higher or lower than the typical case.
  10. Click Publish to save the catalog item and make it available for use immediately.
    If you click Submit, the catalog item is saved but is not active and allows you to update it, to add variables, before you publish it.
    The following three items are created.
    • Catalog item that includes the hrsm_benefit_questions variable set. The defined fields include Opened for, Priority, Short description, and Question. Contextual search of the knowledge base is enabled also for the Short description field.
    • HR case category with the name of the catalog item.
    • HR template with the name of the catalog item.

What to do next

To edit the associated HR case template, you can click the template icon next to the edit icon. Follow the steps in .