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HR service catalog categorization

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HR service catalog categorization

HR catalog items in the HR service catalog are organized into categories. The categories define the organizational structure for the catalog so that employees can more easily browse and request the HR services they need. You can manage the creation or modification of categories in the HR service catalog, as well as assign or remove HR catalog items from a category or assign or remove categories from an HR catalog item.

Note: The categorization of HR catalog items are employee-facing only, and have no relation to the categorization of HR services under the HR Centers of Excellence (COEs) data model.

Create an HR catalog category

Create a new category in the HR service catalog.

Before you begin

Role required: sn_hr_core.admin

Procedure

  1. Navigate to HR Administration > HR Services > Manage HR Catalog.
  2. Click New Category.
    Create a new category in the HR service catalog
  3. Provide the category name and description.
  4. Click Submit.

Edit an HR catalog category

Edit an existing category in the HR service catalog.

Before you begin

Role required: sn_hr_core.admin

Procedure

  1. Navigate to HR Administration > HR Services > Manage HR Catalog.
  2. Hover over the category you want to edit and click the edit icon.
    Edit an existing category in the HR service catalog.
  3. Modify the category name, active state, or description as needed.
  4. Click Submit.

Assign or remove HR catalog items from a category

Assign or remove one or more HR catalog items from a category in the HR service catalog.

Before you begin

Role required: sn_hr_core.admin

Procedure

  1. Navigate to HR Administration > HR Services > Manage HR Catalog.
  2. Select the category you want to assign or remove HR catalog items, and click Assign / Remove Catalog Items.
    Assign one or more HR catalog items to a category in the HR service catalog.
  3. Select the HR catalog items to assign and deselect the items to remove.
    Assign or remove items from an HR service catalog category.
  4. Click Save.

Assign or remove categories for an HR catalog item

Assign or remove categories for an HR catalog item in the HR service catalog.

Before you begin

Role required: sn_hr_core.admin

Procedure

  1. Navigate to HR Administration > HR Services > Manage HR Catalog.
  2. Select All Catalog Items.
    Assign a category in the HR service catalog to one or more HR catalog items.
  3. Locate the HR catalog item you want to assign or remove categories, and open the Categories list.
  4. Select the categories to assign and deselect the categories to remove.
    Assign or remove categories for an HR catalog item.
  5. Click Save.
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