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SmritiGupta
Note: For setting up Employee Center Pro, refer to this article instead.
This article provides the steps required to configure Employee Center using demo data shipped with the store apps. Customers and Partners who want to evaluate the capabilities of Employee Center in a pre-production environment would need to follow these steps. These steps are applicable for customer instances on Rome release or higher. Though Utah instance customers might need to skip some steps as pointed out.
Assumptions:
- You are using a fresh ServiceNow instance on Rome release or Higher. This means you don’t have any pre-configured portal implementations.
- You want to use the demo data and the content taxonomy shipped out-of-box (OOB) with Employee Center and related apps.
- The steps below don't include the steps required to set up underlying technologies such as AI Search or Virtual Agent on the ServiceNow instance.
Table of Contents:
- Part 1: Setup Employee Center with IT demo data only
- Part 2: Add HR Service Delivery (HRSD) demo data to Employee Center
- Part 3: Add Workplace Service Delivery (WSD) demo data to Employee Center
- Part 4: Add Legal Service Delivery (LSD) demo data to Employee Center
| Part 1: Setup Employee Center with IT demo data only |
Step 1: Install the latest Employee Center – with the demo data
Utah instance comes pre-installed with Employee Center (version 27.1.3) along with Employee Center Core & Employee experience taxonomy as dependencies. Ensure to update Employee Center and related widgets to latest versions available. You can navigate to System Applications -> All and search for 'Employee Center' to update it to latest versions, if required. Make sure to check Load Demo Data
For Rome, San Diego and Tokyo instance, ensure you are installing the latest version of Employee Center from the ServiceNow store. Installing Employee Center also installs Employee Center Core & Employee experience taxonomy as dependencies if they weren’t previously installed.
- Navigate to System Applications -> All
- Search for “Employee Center”
- Install the Employee Center 22.0.11 or later. Make sure to check Load Demo Data
Note: Steps 2 to 4 are not needed for Utah family release or higher.
Step 2: Load demo data for dependent apps.
Applications that get installed as a dependency, don’t load the demo data associated with it automatically. The Employee Experience Taxonomy app has the out-of-box topics and demo content for IT use cases, so we will need to repair it to ensure the demo data associated with it also gets installed.
- Navigate to System Applications -> All
- Find the Employee Experience Taxonomy app
- Click Repair and check the box to load demo data
Note: Don’t repair the employee center core application.
Step 3: Run “Set Primary topics for taxonomy” fix script
The “Set Primary topics for taxonomy” fix script is required for the “relevant for you” widget and search to function properly on Employee Center while using the OOB "employee" taxonomy. Technically, it sets the “taxonomy_topic” field for the knowledge articles and Catalog items associated with the demo data.
Note: This script is not required if you are using a new/cloned taxonomy, which is then manually associated with the Employee Center Portal.
Follow the steps below to run this script:
- Navigate to System Definition > Fix Scripts.
- Search for Set primary topics for Employee taxonomy script, and click to open.
- Click Run Fix Script.
At this point, you may see some errors pop up when you go to the portal view. Follow the next step to resolve them:
Step 4: Check and allow Requested Caller Access i.e. RCA privileges requested by Employee Center.
Follow the instructions on this product docs page to resolve RCA errors. You will need to download a script provided on the ServiceNow Store listing for Employee Center (you may have to press “show more” to see the script, see screenshot below), and run in within your instance:
Note: Sometimes it takes time for the RCA requests to show up on the instance, so you may want to load the /esc page a few times, before running the script.
Alternative to running the script, you can manually approve any RCA requests stuck in the requested state by going to System applications -> Application Restricted Caller Access
Step 5: Setup More Menu on Employee Center Header
To make the “More” menu in the header contain content, follow these steps:
- Navigate to Service Portal -> Menus
- Open the menu with title Employee Center Menu
- Open the menu item called More
- Make sure you switch you Application Picker to Employee Center
- Create new menu items in Menu Items the related list. You can use blank URL menu items for demo purposes. For example, Appointments and Reservations
Configuration view for the More Menu Items
Step 6: Install Service Portal Analytics for web analytics (optional)
- Navigate to Service Portal > Portals
- Click on Employee Center
- Click on Create Analytics Settings
Impersonate as Christen Mitchell to see the full experience of my active items widget.
You should expect to see your /esc portal as below after setting up Employee Center with IT demo data:
| Part 2: Adding HR Service Delivery (HRSD) demo data to Employee Center |
Note: These instructions assume you have previously configured Employee Center as per Part 1 of this article and validated the home page looks as shown in the above screenshots. You will need to have HRSD license associated with the ServiceNow instance you are using.
Step 1: Install Human Resources Scoped App: Core with the demo data — this will take time as it will download the HRSD application suite if you haven't done so before.
Step 2: Install HR taxonomy app with the demo data — this will be quick as you have already downloaded the required applications and need this step for the demo data
Step 3: Run the fix script "Set primary topics for Employee taxonomy"
Just as before, you will need to run the "Set primary topics for Employee taxonomy" fix script to index the HR demo data into search and "recommended for you" widget. Go to system definitions > fix_scripts to find and run this script.
Step 4: Check and allow any Requested Caller Access i.e. RCA privileges stuck in the requested state
Follow these instructions to run the script to resolve as done before in Part 1.
| Part 3: Adding Workplace Service Delivery (WSD) demo data to Employee Center |
Note: These instructions assume you have previously configured Employee Center as per Part 1 of this article and validated the home page looks as shown in the above screenshots. You will need to have WSD license associated with the ServiceNow instance you are using.
Step 1: Install “Workplace Service Delivery suite”
- Navigate to System Applications -> All
- Search for “Workplace Service Delivery suite”
- Install version 9.1-1 or later. This will take some time.
Step 2: Load demo data
- Navigate to these applications and repair them to load their demo data:
-
- Workplace Safety Management
- Workplace Reservation Management
Step 3: Run the fix script "Set primary topics for Employee taxonomy"
Just as before, you will need to run the "Set primary topics for Employee taxonomy" fix script to index the HR demo data into search and "recommended for you" widget. Go to system definitions > fix_scripts to find and run this script.
Step 4: Check and allow any Requested Caller Access i.e. RCA privileges stuck in the requested state
Follow these instructions to run the script to resolve as before.
| Part 4: Adding Legal Service Delivery (LSD) demo data to Employee Center |
Note: These instructions assume you have previously configured Employee Center as per Part 1 of this article and validated the home page looks as shown in the above screenshots. You will need to have LSD license associated with the ServiceNow instance you are using.
Step 1: Install "Legal: Counsel Center"
- Navigate to System Applications -> All
- Search for “Legal: Counsel Center”
- Install version 4.0.1 or later. This will take some time.
Step 2: Load demo data
- Navigate to these applications and repair them to load their demo data:
-
- Legal: Request Management
- Legal: Matter Management
Step 3: Run the fix script "Set primary topics for Employee taxonomy"
Just as before, you will need to run the "Set primary topics for Employee taxonomy" fix script to index the HR demo data into search and "recommended for you" widget. Go to system definitions > fix_scripts to find and run this script.
Step 4: Check and allow any Requested Caller Access i.e. RCA privileges stuck in the requested state
Follow these instructions to run the script to resolve as before.
Below is the multi-department experience on Employee Center, after following these steps:
