HR service name |
Name of the HR service. |
Value |
This field is automatically set
to the name of the HR service. |
Badge |
Badge to use with the HR
service. Badges display on the portal to indicate to the
employee which department is fulfilling that activity. See
Configure an HR badge for more
information. |
Fulfillment type |
Fulfillment type of the HR
service. Select one of the following values: |
Manual |
A simple fulfillment type with no associated
configurations. For example, for a medical benefits inquiry,
the HR agent would fulfill the employee's request by
answering the employee's question. |
Service Activity |
Service activities fulfill the HR service. In the
Service Activities section at the
bottom of the HR Service form, add one or more service
activities to fulfill the HR service. |
Workflow |
A workflow fulfills the HR service. |
Lifecycle Event |
(Enterprise
Onboarding and Transitions only) A lifecycle event fulfills the HR service. In the
Lifecycle Event Type field,
select a lifecycle event to fulfill the HR service.Note: A
lifecycle event is a collection of activities that
comprise an employee experience such as new hire
onboarding. See Lifecycle event configuration for more information. |
Advanced |
An advanced option to fulfill the HR service using a
combination of workflows and service activities. |
Flow |
A flow fulfills the HR service. In the
Flow field, select a flow to
fulfill the HR service.Note: A flow automates a process with
a sequence of reusable actions. See Flow designer for more
information. |
Topic detail |
HR topic detail that the HR
service is categorized under.Note: The HR topic detail is
the second-level of categorization for HR services. See
HR service categorization
for more information. |
Topic category |
HR topic category that the HR
service is categorized under.Note: The HR topic category is
the first-level of categorization for HR services. See
HR service categorization
for more information. |
COE |
HR Center of Excellence (COE)
that the HR service is categorized under. |
Automatically close case |
Option to automatically close
the HR case after all of the to-dos or all of the mandatory
to-dos are complete. This field appears when
Service Activity or
Lifecycle Event is selected from
Fulfillment type. |
Close when |
Select one of the following: |
Close offset |
Number of days to offset the closure of the HR case. For
example, if the offset is set to three, then the HR case
will close three days after the completion of all (or all
mandatory) to-dos. Note: The maximum offset that you can
apply is 90 days. |
Active |
Option to activate the HR
service for use. |
Show case to subject person |
(Employee
Service Center only) Option to show the HR case to the subject person
when it is created, including: If the HR case has one or more child cases, the
child cases are automatically rolled up with the parent
case up to three generations. HR child cases that are
rolled up with the parent do not appear as separate
requests on the requests page. Non-HR child cases appear
both as a separate request and as part of the roll-up on
the parent case. Note: The HR ticket page is where
users can view the details of an HR case in the Employee
Service Center. See HR ticket page for more information. |
Template |
HR case template to use with the
HR service. |
Record producer |
(Employee self-service only)
Record producer to use with the HR service if you want to
make the service available as an HR catalog item in the HR
service catalog. Tip: For best results, do not
configure multiple record producers to invoke a single
HR service. |
Case options |
Additional case options for the
HR service. For example, you can: |
HR criteria |
HR criteria to apply to the HR service. |
Opened for / Approver view |
(Employee
Service Center only) Configuration of the HR ticket page header for the
person that the HR case was opened for and any approvers.
|
Subject person / Task assignee view |
(Employee
Service Center only) Configuration of the HR ticket page header for the
subject person of the HR case and any task assignees.
|
Case creation service config |
Configuration of the HR case
creation form for the HR service.Note: The HR case creation
form is what displays when an HR agent selects an HR
service from the Create New Case
module. You can configure the form to include additional
fields to collect relevant information. See Configure the HR case creation form for an HR service for more information. |
Description |
Description of the HR
service. |