Adding additional data points to the Employee Information card

[michaelj_sherid]

Hello ServiceNow Community.  

 We have been getting questions on how to add additional data points to the Employee Information card on the configurable workspace. This article will walk you through a simple use case so that you, too, can add additional data points specific to each Employee. 

 In this use case, we have a requirement to show Marital Status on the Employee Information card when creating, or working a case within HR Agent Workspace. 

 The configuration for the employee section is present in UI Builder and not from the Case Creation Config record. Here are the steps to configure the additional data points: 

1. Make sure your scope is set to the Agent Workspace for HR Case Management application 
2. Open /sys_ux_macroponent.do?sys_id=9d865ddb0f3320102208555db4767e37&sysparm_view=&sysparm_domain=null&sysparm_domain_scope=null (This is the macroponent of case creation page. Open the respective macroponent if you have created a duplicate) 
3. Go to the ‘Data’ section and search for ‘employeeFields’ as seen in the following image. This configuration starts at line 317: 
4. In this section we define the fields to be shown in employee card. To achieve our use case, I have added the marital_status field. Note the values need to be comma-separated. The updated line in the macroponent image is displayed below: 
5. Add/Remove fields as per your requirement here. (The fields are from HR Profile record and can be dot walked.) 
6. Save this updated record refresh for the changes to take effect. (Refresh UIB too if it is open before modifying the macroponent.) The finished image is displayed below where the newly added field is now visible in the Employee Information Card. 

IMPORTANT: Macroponents are not domain separated. Changes made to macroponents affect all landing pages that use the value stored in this reference field. 

[Andrew Sheldon]

Michael - I was able to follow these instructions to add additional employee / HR Profile data to the Case Creation Page and Interaction Creation Page. But now I am being asked to do something similar on "Your Employee" card to the right of the page after the actual "Interaction" record itself [not the interaction creation screen, but after the interaction is created and displayed]. I'm unable to find where I'd be able to edit that data.

here's a screen shot of what I mean - on the right side of the actual interaction form:

[Dale Bersane]

I found this product documentation that was helpful:

https://docs.servicenow.com/en-US/bundle/vancouver-employee-service-management/page/product/human-re...

Essentially you configure the form layout of any HR Profile and select the "At a Glance" UIB view.

Hope this helps 

[Justin Lucas]

Hi Michael,

This is great, thank you for sharing. Updating the data points was easy enough. However, we have a requirement to add a link to the HR Profile of the employee within the Employee Information section. Is this achievable with a similar approach or is there another option we can consider that you have in mind?

Kind regards,

Justin

[michaelj_sherid]

@Justin Lucas just for clarification, do you mean the employee information section in the Case Creation or the Case Record itself (under the "My Employee" area)? I ask because there are different areas that control the data in these sections.

Regards,

Mike

[Justin Lucas]

@michaelj_sherid - The Employee Information section in the Case Creation. Something like this:

[Mark Small]

@michaelj_sherid I'm new to Agent Workspace for HR Case Management. I'm trying to update what is displayed on the At a Glance - Your employee card on the Case page.  I've configured the At a Glance UIB view to include the fields I want, but when they're displayed on the Your employee card, they're not in the same order as in the view.  Is there an additional step to configure in UI Builder to make those fields appear in a specific order?

[michaelj_sherid]

@Mark Small The Employee Information card is different from the At a Glance. Since I created this post we now have a easier configuration for the Employee Information. This is done using the Gear icon on the newest configurable workspace as shown below. This opens the configuration for the Employee Information fields (within the Case Create section). The fields (if data exists) should appear in this order. If the field does not show on the Employee Information card, the field is empty.

Regards,

Mike