Create or modify HR Criteria

HR criteria defines the audience for HR content or cases. You can make information available to or create an HR case for specific groups, individuals, or to all employees.

Before you begin

Role required: sn_hr_core.admin

About this task

HR criteria helps groups people using a condition builder on any table. User criteria is used across the ServiceNow platform to filter catalog items, Service Portal widgets, and knowledge articles. User criteria filters users based on role, department, group, location, or company. User criteria is automatically created when HR criteria is created. HR criteria:
  • Filters content on the HR Service Portal.
  • Filters HR services based on the Subject person during case creation or transfer.
  • Filters Lifecycle Event Activities in the Human Resources Scoped App: Lifecycle Events [com.sn_hr_lifecycle_events] plugin.
  • Selects document template for HR cases.
  • Selects users when creating bulk HR cases.
For Lifecycle Events, activities have associated HR criteria that determines when to trigger an activity for the subject person selected on the Lifecycle event case. This step helps to personalize the workflow for the subject person.
Note: For HR Catalog Items (record producers), ensure Use "User Criteria" to define access to catalog items and categories is set to Yes under Service Catalog > Catalog Administration > Properties. Verify that this field is checked Yes.

Procedure

  1. Navigate to HR Administration > HR Criteria.
  2. Click New.
    OptionDescription
    Name Enter a name identifying the HR criteria.
    Table Select the table the condition is to filter on. For example, to filter on a role, select User Role [sys_user_has_role].
    Note: When used for bulk HR cases, the Table and User Column must be entered and does not work without it.
    Description Enter a description for the HR criteria.
    Active Check to activate the HR criteria.
    User Column Together with the Table field, filters users for bulk case creation.
    Related User Criteria The user criteria automatically created when HR criteria is created. User criteria is used across the ServiceNow platform to filter catalog items, HR Service Portal widgets, and knowledge articles.
  3. Click Save from the Content menu to remain on the HR Criteria form. The Conditions section appears.
  4. Click New to create conditions.
    OptionDescription
    Condition Add conditions to specify the fields and values that create the filter and based on the table selected.

    For example, to create a condition to display the link for new hires, select Role from choose field, is, and sn_hr_core.hrsm_new_hire.

    After creating a condition, a blue link appears with the number of matching records. Click the link to see if the correct users are being selected based on the condition.

    Note: It is required to add a filter condition: user, is (dynamic), Me. This filter prevents placing the HR link for every user in your company.
  5. Click Save from the Content menu to remain on the HR Condition form, or click Submit or Update. The HR Criteria form appears.