Home New York HR Service Delivery HR Service Delivery Case and Knowledge Management Activate Case and Knowledge Management Components installed with Case and Knowledge Management

Components installed with Case and Knowledge Management

Several types of components install with the activation of the Case and Knowledge Management plugin, including tables, user roles, and scheduled jobs.

Note: The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application.

Demo data is available for this feature.

Note: The Human Resources Scoped App: Core [com.sn_hr_core] plugin activates the sn_hr_core.min_admin_count system property [sys_properties.list]. This property prevents you from deleting your only HR admin user by requiring a minimum number (default is two) of active users with those admin roles.

Roles installed


Role title [name]	Description	Contains roles
Case and Knowledge Management administrator [sn_hr_core.admin]	Can access and configure Case and Knowledge Management.	approval_admin assignment_rule_admin knowledge_manager link_generator_writer schedule_admin sn_cd.content_admin sn_hr_core.content_writer sn_hr_core.manager sn_hr_integrations.admin sn_hr_le.admin sn_hr_pa.admin (When the PA-Content Pack - HR Scoped app plugin activates.) sn_hr_sp.admin sn_hr_sp.hrsp_employee sn_templated_snip.template_snippet_admin template_editor_global
HR agent [sn_hr_core.basic]	Grants access to basic HR agents daily work need.	document_management_user skill_user sn_hr_core.case_writer sn_hr_core.kb_writer sn_hr_core.profile_writer survey_reader sn_hr_core.report_creator
HR case reader [sn_hr_core.case_reader]	Grants access to read all HR cases.	None
HR case writer [sn_hr_core.case_writer]	Grants access to write all HR cases.	sn_hr_core.case_reader sn_templated_snip.template_snippet_reader
HR content reader [sn_hr_core.content_reader]	Grants access to read all manage content table records.	None
HR content writer [sn_hr_core.content_writer]	Grants access to create, update, read, and delete all manage content table records.	sn_hr_core.content_reader
Alumni employee [sn_hr_core.hrsm_alumni]	Grants role to the employee who has left the company.	None
Contingent employee [sn_hr_core.hrsm_contingent]	Grants role to the employee who works temporary.	None
Contractor employee [sn_hr_core.hrsm_contractor]	Grants role to the employee who works as a contractor.	None
Full-time employee [sn_hr_core.hrsm_employee]	Grants role to the full-time employee.	None
New hire employee [sn_hr_core.hrsm_new_hire]	Grants role to the employee who is a new hire.	None
HR knowledge writer [sn_hr_core.kb_writer]	Grants access to write all HR KB articles.	None
HR manager [sn_hr_core.manager]	Grants access to all HR cases, profiles, secure information.	approver_user catalog catalog_admin skill_admin sn_hr_core.basic sn_hr_core.secure_info_writer sn_templated_snip.template_snippet_writer survey_admin
HR Performance Analytics Admin [sn_hr_pa.admin]	HR Performance Analytics Admin role for the scoped application. Access and modify the HR PA content packs. Edits Performance Analytics properties. Accesses Admin Console. Launch Dependency Assessment. Note: This role is contained in the HR Admin [sn_hr_core.admin] role.	None
HR profile reader [sn_hr_core.profile_reader]	Grants access to read all HR Profile records.	None
HR profile writer [sn_hr_core.profile_writer]	Grants access to write all HR Profile records.	sn_hr_core.profile_reader
HR report creator [sn_hr_core.report_creator]	Allows HR agents with the sn_hr_core.basic role to access the HR case [sn_hr_core_case] and task [sn_hr_core_task] tables to create reports.
HR secure information reader [sn_hr_core.secure_info_reader]	Grants access to read all HR cases, read basic user profile information, read secure user information.	sn_hr_core.profile_reader
HR secure information writer [sn_hr_core.secure_info_writer]	Grants access to write all HR cases, write basic user profile information, write secure user information.	sn_hr_core.profile_writer sn_hr_core.secure_info_reader

You can assign these roles to the appropriate roles, groups, or users in your application.

To assign a role to another role, see Add a role to an existing role.
To assign a role to a group, see Assign a role to a group.
To assign a role to a user, see Assign a role to a user.

For further information on user administration and how to manage users, see User administration.

Scheduled jobs installed


Scheduled job	Description
Auto-close case	Automatically closes HR cases based on the configuration of the HR service for service activity and lifecycle event fulfillment types. This scheduled job runs daily.
Bulk case creation	Creates bulk cases. This scheduled job runs every six hours.
HR Daily Job	Sends reminder notifications to users based on certain HR task parameters. This scheduled job runs daily.
Migrate HR e-signature tasks	Migrates HR task templates and open HR tasks to the new HR task type for e-signature. Also disables the old HR task types for credential, e-signature, and sign document. This scheduled job runs on an on-demand basis.
Update Client Roles	Updates role assignments for HR profiles that are beginning or ending their employment based on the HR condition table. This scheduled job runs daily. Note: The base system assigns the HR Admin (hradmin) user to this scheduled job. If you delete the HR Admin user, ensure that you assign another user with the HR admin (sn_hr_core.admin) role to this scheduled job.

For further information on scheduled jobs and how to use them, see Scheduled jobs.

Tables installed


Table	Description
Bank Account [sn_hr_core_profile_bank_account]	Bank account table.
Bulk Case Creation Data [sn_hr_core_bulk_case_creation_data]	Bulk case creation data table.
Bulk Case Creation Run [sn_hr_core_bulk_case_creation_run]	Bulk case creation run table.
Client Role Rule [sn_hr_core_client_role_rule]	Client role rule table.
COE [sn_hr_core_coe]	Center of Excellence (COE) table.
COE Configuration Matching [sn_hr_core_coe_config_matching]	Center of Excellence (COE) configuration matching table.
Compensation [sn_hr_core_compensation]	Compensation table.
Compensation Bonus [sn_hr_core_bonus]	Bonus compensation table. Note: This table is an extension of the Compensation table.
Compensation Salary [sn_hr_core_salary]	Salary compensation table. Note: This table is an extension of the Compensation table.
Compensation Stocks [sn_hr_core_stocks]	Stocks compensation table. Note: This table is an extension of the Compensation table.
Direct Deposit [sn_hr_core_direct_deposit]	Direct deposit table.
HR Beneficiary [sn_hr_core_beneficiary]	HR beneficiary table.
HR Benefit [sn_hr_core_benefit]	HR benefits table.
HR Benefit Plan [sn_hr_core_benefit_provider]	HR benefit plan table.
HR Benefit Type [sn_hr_core_benefit_type]	HR benefit type table.
HR Case [sn_hr_core_case]	HR case table.
HR Benefits Case [sn_hr_core_case_benefits]	HR benefits case table. Note: This table is an extension of the HR Case table.
HR Compensation [sn_hr_core_case_compensation]	HR compensation case table. Note: This table is an extension of the HR Case table.
HR Condition [sn_hr_core_condition]	HR condition table.
HR Conditions for Criteria [sn_hr_core_m2m_condition_criteria]	HR conditions for criteria table.
HR Contact [sn_hr_core_contact]	HR contacts table.
HR Corporate Communications Case [sn_hr_core_case_corporate_communcations]	HR corporate communications case table. Note: This table is an extension of the HR Case table.
HR Criteria [sn_hr_core_criteria]	HR criteria table.
HR Criteria for Links [sn_hr_core_m2m_link_template]	HR criteria for links table.
HR Disability Benefit [sn_hr_core_disability_benefit]	HR disability benefits table. Note: This table is an extension of the HR Benefits table.
HR Disciplinary Issue Type [sn_hr_core_disciplinary_issue_type]	HR disciplinary issue type table.
HR Disciplinary Warning Type [sn_hr_core_disciplinary_warning_type]	HR disciplinary warning type table.
HR Document Acknowledgement [sn_hr_core_document_acknowledgement]	HR document acknowledgement table.
HR Document Template [sn_hr_core_document_template]	HR document template table.
HR Document Type [sn_hr_core_document_type]	HR document type table.
HR Employee Relations Case [sn_hr_core_case_relations]	HR employee relations case table. Note: This table is an extension of the HR Case table.
HR Ethics Case [sn_hr_core_case_ethics]	HR ethics case table. Note: This table is an extension of the HR Case table.
HR Global Mobility Case [sn_hr_core_case_global_mobility]	HR global mobility case table. Note: This table is an extension of the HR Case table.
HR Health Benefit [sn_hr_core_health_benefit]	HR health benefits table. Note: This table is an extension of the HR Benefits table.
HR Insurance Benefit [sn_hr_core_insurance_benefit]	HR insurance benefits table. Note: This table is an extension of the HR Benefits table.
HR Investigations Case [sn_hr_core_case_investigation]	HR investigations case table. Note: This table is an extension of the HR Case table.
HR Operations Report [sn_hr_core_op_report]	HR operations report table.
HR Operations Report Frequency [sn_hr_core_op_report_frequency]	HR operations report frequency table.
HR Operations Report Type [sn_hr_core_op_report_type]	HR operations report type table.
HR Operations System [sn_hr_core_op_system]	HR operations system table.
HR Operations System to Report Type [sn_hr_core_op_system_to_report_type]	HR operations system to report type table.
HR Payroll Case [sn_hr_core_case_payroll]	HR payroll case table. Note: This table is an extension of the HR Case table.
HR PDF Template [sn_hr_core_pdf_template]	HR PDF template table. Note: This table is an extension of the HR Document Template table.
HR Performance Case [sn_hr_core_case_performance]	HR performance case table. Note: This table is an extension of the HR Case table.
HR Profile [sn_hr_core_profile]	HR profiles table.
HR Retirement Benefit [sn_hr_core_retirement_benefit]	HR retirement benefits table. Note: This table is an extension of the HR Benefits table.
HR Service [sn_hr_core_service]	HR services table.
HR Service Options [sn_hr_core_service_option]	HR service options table.
HR Talent Management Case [sn_hr_core_case_talent_management]	HR talent management case table. Note: This table is an extension of the HR Case table.
HR Task [sn_hr_core_task]	HR task table.
HR Template [sn_hr_core_template]	HR template table.
HR Tier Escalation [sn_hr_core_tier_definition]	HR tier escalation table.
HR Total Rewards Case [sn_hr_core_case_total_rewards]	HR total rewards case table. Note: This table is an extension of the HR Case table.
HR Visa Category [sn_hr_core_visa_category]	HR visa category table.
HR Workforce Administrator [sn_hr_core_case_workforce_admin]	HR workforce administration case table. Note: This table is an extension of the HR Case table.
HRIT Operations Case [sn_hr_core_case_operations]	HRIT operations case table. Note: This table is an extension of the HR Case table.
HR Lifecycle Events Case [sn_hr_le_case]	HR lifecycle events case table. Note: This table is an extension of the HR Case table.
Job Profile [sn_hr_core_job_profile]	Job profile table.
Matching Roles [sn_hr_core_matching_roles]	Matching roles table.
PDF Template Mapping [sn_hr_core_pdf_template_mapping]	PDF template mapping table.
Position [sn_hr_core_position]	Position table.
Relationship [sn_hr_core_relationship]	Relationship table.
Service Activity [sn_hr_core_service_activity]	Service activity table.
Sn HR Core Background Search Details [sn_hr_core_service_activity]	Background check search details table.
Sn HR Core Badge [sn_hr_core_badge]	Badge table.
Sn HR Core Bulk Case Request [sn_hr_core_bulk_case_request]	Bulk case request table.
Sn HR Core Config Case [sn_hr_core_config_case]	HR service-based case configuration table.
Sn HR Core Config Case Creation [sn_hr_core_config_case_creation]	Case creation configuration table.
Sn HR Core Config Case Creation Service [sn_hr_core_config_case_creation_service]	Case creation service configuration table.
Sn HR Core Email Content [sn_hr_core_email_content]	Email content table.
Sn HR Core Substitute Approver [sn_hr_core_substitute_approver]	Substitute approver table.
Topic Category [sn_hr_core_topic_category]	Topic category table.
Topic Detail [sn_hr_core_topic_detail]	Topic detail table.
Tuition Reimbursement [sn_hr_core_tuition_reimbursement]	Tuition reimbursement table.
User Fields On Case [sn_hr_core_service_approval_option]	User fields on case table.
Who is covered [sn_hr_core_who_is_covered]	Who is covered table.

For further information on table administration and how to manage data, see Table administration.

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Components installed with Case and Knowledge Management

Several types of components install with the activation of the Case and Knowledge Management plugin, including tables, user roles, and scheduled jobs.

Note: The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application.

Demo data is available for this feature.

Roles installed


Role title [name]	Description	Contains roles
Case and Knowledge Management administrator [sn_hr_core.admin]	Can access and configure Case and Knowledge Management.	approval_admin assignment_rule_admin knowledge_manager link_generator_writer schedule_admin sn_cd.content_admin sn_hr_core.content_writer sn_hr_core.manager sn_hr_integrations.admin sn_hr_le.admin sn_hr_pa.admin (When the PA-Content Pack - HR Scoped app plugin activates.) sn_hr_sp.admin sn_hr_sp.hrsp_employee sn_templated_snip.template_snippet_admin template_editor_global
HR agent [sn_hr_core.basic]	Grants access to basic HR agents daily work need.	document_management_user skill_user sn_hr_core.case_writer sn_hr_core.kb_writer sn_hr_core.profile_writer survey_reader sn_hr_core.report_creator
HR case reader [sn_hr_core.case_reader]	Grants access to read all HR cases.	None
HR case writer [sn_hr_core.case_writer]	Grants access to write all HR cases.	sn_hr_core.case_reader sn_templated_snip.template_snippet_reader
HR content reader [sn_hr_core.content_reader]	Grants access to read all manage content table records.	None
HR content writer [sn_hr_core.content_writer]	Grants access to create, update, read, and delete all manage content table records.	sn_hr_core.content_reader
Alumni employee [sn_hr_core.hrsm_alumni]	Grants role to the employee who has left the company.	None
Contingent employee [sn_hr_core.hrsm_contingent]	Grants role to the employee who works temporary.	None
Contractor employee [sn_hr_core.hrsm_contractor]	Grants role to the employee who works as a contractor.	None
Full-time employee [sn_hr_core.hrsm_employee]	Grants role to the full-time employee.	None
New hire employee [sn_hr_core.hrsm_new_hire]	Grants role to the employee who is a new hire.	None
HR knowledge writer [sn_hr_core.kb_writer]	Grants access to write all HR KB articles.	None
HR manager [sn_hr_core.manager]	Grants access to all HR cases, profiles, secure information.	approver_user catalog catalog_admin skill_admin sn_hr_core.basic sn_hr_core.secure_info_writer sn_templated_snip.template_snippet_writer survey_admin
HR Performance Analytics Admin [sn_hr_pa.admin]	HR Performance Analytics Admin role for the scoped application. Access and modify the HR PA content packs. Edits Performance Analytics properties. Accesses Admin Console. Launch Dependency Assessment. Note: This role is contained in the HR Admin [sn_hr_core.admin] role.	None
HR profile reader [sn_hr_core.profile_reader]	Grants access to read all HR Profile records.	None
HR profile writer [sn_hr_core.profile_writer]	Grants access to write all HR Profile records.	sn_hr_core.profile_reader
HR report creator [sn_hr_core.report_creator]	Allows HR agents with the sn_hr_core.basic role to access the HR case [sn_hr_core_case] and task [sn_hr_core_task] tables to create reports.
HR secure information reader [sn_hr_core.secure_info_reader]	Grants access to read all HR cases, read basic user profile information, read secure user information.	sn_hr_core.profile_reader
HR secure information writer [sn_hr_core.secure_info_writer]	Grants access to write all HR cases, write basic user profile information, write secure user information.	sn_hr_core.profile_writer sn_hr_core.secure_info_reader

You can assign these roles to the appropriate roles, groups, or users in your application.

To assign a role to another role, see Add a role to an existing role.
To assign a role to a group, see Assign a role to a group.
To assign a role to a user, see Assign a role to a user.

For further information on user administration and how to manage users, see User administration.

Scheduled jobs installed


Scheduled job	Description
Auto-close case	Automatically closes HR cases based on the configuration of the HR service for service activity and lifecycle event fulfillment types. This scheduled job runs daily.
Bulk case creation	Creates bulk cases. This scheduled job runs every six hours.
HR Daily Job	Sends reminder notifications to users based on certain HR task parameters. This scheduled job runs daily.
Migrate HR e-signature tasks	Migrates HR task templates and open HR tasks to the new HR task type for e-signature. Also disables the old HR task types for credential, e-signature, and sign document. This scheduled job runs on an on-demand basis.
Update Client Roles	Updates role assignments for HR profiles that are beginning or ending their employment based on the HR condition table. This scheduled job runs daily. Note: The base system assigns the HR Admin (hradmin) user to this scheduled job. If you delete the HR Admin user, ensure that you assign another user with the HR admin (sn_hr_core.admin) role to this scheduled job.

For further information on scheduled jobs and how to use them, see Scheduled jobs.

Tables installed


Table	Description
Bank Account [sn_hr_core_profile_bank_account]	Bank account table.
Bulk Case Creation Data [sn_hr_core_bulk_case_creation_data]	Bulk case creation data table.
Bulk Case Creation Run [sn_hr_core_bulk_case_creation_run]	Bulk case creation run table.
Client Role Rule [sn_hr_core_client_role_rule]	Client role rule table.
COE [sn_hr_core_coe]	Center of Excellence (COE) table.
COE Configuration Matching [sn_hr_core_coe_config_matching]	Center of Excellence (COE) configuration matching table.
Compensation [sn_hr_core_compensation]	Compensation table.
Compensation Bonus [sn_hr_core_bonus]	Bonus compensation table. Note: This table is an extension of the Compensation table.
Compensation Salary [sn_hr_core_salary]	Salary compensation table. Note: This table is an extension of the Compensation table.
Compensation Stocks [sn_hr_core_stocks]	Stocks compensation table. Note: This table is an extension of the Compensation table.
Direct Deposit [sn_hr_core_direct_deposit]	Direct deposit table.
HR Beneficiary [sn_hr_core_beneficiary]	HR beneficiary table.
HR Benefit [sn_hr_core_benefit]	HR benefits table.
HR Benefit Plan [sn_hr_core_benefit_provider]	HR benefit plan table.
HR Benefit Type [sn_hr_core_benefit_type]	HR benefit type table.
HR Case [sn_hr_core_case]	HR case table.
HR Benefits Case [sn_hr_core_case_benefits]	HR benefits case table. Note: This table is an extension of the HR Case table.
HR Compensation [sn_hr_core_case_compensation]	HR compensation case table. Note: This table is an extension of the HR Case table.
HR Condition [sn_hr_core_condition]	HR condition table.
HR Conditions for Criteria [sn_hr_core_m2m_condition_criteria]	HR conditions for criteria table.
HR Contact [sn_hr_core_contact]	HR contacts table.
HR Corporate Communications Case [sn_hr_core_case_corporate_communcations]	HR corporate communications case table. Note: This table is an extension of the HR Case table.
HR Criteria [sn_hr_core_criteria]	HR criteria table.
HR Criteria for Links [sn_hr_core_m2m_link_template]	HR criteria for links table.
HR Disability Benefit [sn_hr_core_disability_benefit]	HR disability benefits table. Note: This table is an extension of the HR Benefits table.
HR Disciplinary Issue Type [sn_hr_core_disciplinary_issue_type]	HR disciplinary issue type table.
HR Disciplinary Warning Type [sn_hr_core_disciplinary_warning_type]	HR disciplinary warning type table.
HR Document Acknowledgement [sn_hr_core_document_acknowledgement]	HR document acknowledgement table.
HR Document Template [sn_hr_core_document_template]	HR document template table.
HR Document Type [sn_hr_core_document_type]	HR document type table.
HR Employee Relations Case [sn_hr_core_case_relations]	HR employee relations case table. Note: This table is an extension of the HR Case table.
HR Ethics Case [sn_hr_core_case_ethics]	HR ethics case table. Note: This table is an extension of the HR Case table.
HR Global Mobility Case [sn_hr_core_case_global_mobility]	HR global mobility case table. Note: This table is an extension of the HR Case table.
HR Health Benefit [sn_hr_core_health_benefit]	HR health benefits table. Note: This table is an extension of the HR Benefits table.
HR Insurance Benefit [sn_hr_core_insurance_benefit]	HR insurance benefits table. Note: This table is an extension of the HR Benefits table.
HR Investigations Case [sn_hr_core_case_investigation]	HR investigations case table. Note: This table is an extension of the HR Case table.
HR Operations Report [sn_hr_core_op_report]	HR operations report table.
HR Operations Report Frequency [sn_hr_core_op_report_frequency]	HR operations report frequency table.
HR Operations Report Type [sn_hr_core_op_report_type]	HR operations report type table.
HR Operations System [sn_hr_core_op_system]	HR operations system table.
HR Operations System to Report Type [sn_hr_core_op_system_to_report_type]	HR operations system to report type table.
HR Payroll Case [sn_hr_core_case_payroll]	HR payroll case table. Note: This table is an extension of the HR Case table.
HR PDF Template [sn_hr_core_pdf_template]	HR PDF template table. Note: This table is an extension of the HR Document Template table.
HR Performance Case [sn_hr_core_case_performance]	HR performance case table. Note: This table is an extension of the HR Case table.
HR Profile [sn_hr_core_profile]	HR profiles table.
HR Retirement Benefit [sn_hr_core_retirement_benefit]	HR retirement benefits table. Note: This table is an extension of the HR Benefits table.
HR Service [sn_hr_core_service]	HR services table.
HR Service Options [sn_hr_core_service_option]	HR service options table.
HR Talent Management Case [sn_hr_core_case_talent_management]	HR talent management case table. Note: This table is an extension of the HR Case table.
HR Task [sn_hr_core_task]	HR task table.
HR Template [sn_hr_core_template]	HR template table.
HR Tier Escalation [sn_hr_core_tier_definition]	HR tier escalation table.
HR Total Rewards Case [sn_hr_core_case_total_rewards]	HR total rewards case table. Note: This table is an extension of the HR Case table.
HR Visa Category [sn_hr_core_visa_category]	HR visa category table.
HR Workforce Administrator [sn_hr_core_case_workforce_admin]	HR workforce administration case table. Note: This table is an extension of the HR Case table.
HRIT Operations Case [sn_hr_core_case_operations]	HRIT operations case table. Note: This table is an extension of the HR Case table.
HR Lifecycle Events Case [sn_hr_le_case]	HR lifecycle events case table. Note: This table is an extension of the HR Case table.
Job Profile [sn_hr_core_job_profile]	Job profile table.
Matching Roles [sn_hr_core_matching_roles]	Matching roles table.
PDF Template Mapping [sn_hr_core_pdf_template_mapping]	PDF template mapping table.
Position [sn_hr_core_position]	Position table.
Relationship [sn_hr_core_relationship]	Relationship table.
Service Activity [sn_hr_core_service_activity]	Service activity table.
Sn HR Core Background Search Details [sn_hr_core_service_activity]	Background check search details table.
Sn HR Core Badge [sn_hr_core_badge]	Badge table.
Sn HR Core Bulk Case Request [sn_hr_core_bulk_case_request]	Bulk case request table.
Sn HR Core Config Case [sn_hr_core_config_case]	HR service-based case configuration table.
Sn HR Core Config Case Creation [sn_hr_core_config_case_creation]	Case creation configuration table.
Sn HR Core Config Case Creation Service [sn_hr_core_config_case_creation_service]	Case creation service configuration table.
Sn HR Core Email Content [sn_hr_core_email_content]	Email content table.
Sn HR Core Substitute Approver [sn_hr_core_substitute_approver]	Substitute approver table.
Topic Category [sn_hr_core_topic_category]	Topic category table.
Topic Detail [sn_hr_core_topic_detail]	Topic detail table.
Tuition Reimbursement [sn_hr_core_tuition_reimbursement]	Tuition reimbursement table.
User Fields On Case [sn_hr_core_service_approval_option]	User fields on case table.
Who is covered [sn_hr_core_who_is_covered]	Who is covered table.

For further information on table administration and how to manage data, see Table administration.

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Components installed with Case and Knowledge Management

Components installed with Case and Knowledge Management

Roles installed

Scheduled jobs installed

Tables installed

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Components installed with Case and Knowledge Management

Components installed with Case and Knowledge Management

Roles installed

Scheduled jobs installed

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