Using Employee Form to collect input

[AnirudhKumar]

Hello folks,

I am using Collect Employee Input type of HR task. I've created the Employee form, the survey and the Template to go with it. I see the input field shown on the Portal for this HR Task, but not on the back-end view. I see the Assessment instance, but what I am looking for is a button or some feature on the HR task itself (backend view) that a user can click , provide his input , and save. 

Has anyone found a OOB way to collect the input from the backend? 

[Matthew_13 · Accepted solution]

Hi Friend

 With Collect Employee Input HR tasks, ServiceNow is designed so that input is only captured from the employee-facing side portal or email. The backend HR task form is review-only.

What you’re seeing is exactly how it works:

• The fields show up in the portal because they are coming from an assessment/survey

• On the backend HR task, you only see the Assessment Instance

• There is no OOB button or UI on the HR taask that lets someone click and enter responses directly

Thats intentional. The assumption is:

employees provide the input, HR agents review it

Out of the box, your options are:

• Employee fills it out in the portal

• Employee fills it out via the email survey link

• HR reviews the submitted responses from the Assessment Instance

If an HR agent truly needs to enter data:

• The only OOB workaround is impersonating the employee and completing it in the portal

Anything else (adding a button, embedding the questions on the task, allowing backend entry) requires custom UI or scripting.

Bottom line:
Portal = data entry
Backend HR task = visibility only

@AnirudhKumar - Please mark Accepted Solution and Thumbs Up if find Helpful!!