Configure Manager Hub: To-do filters

Krista Forget
ServiceNow Employee
ServiceNow Employee
‎10-21-2022 03:12 PM

Learn how to tailor the Manager Hub experience for your organization with easy, out-of-box configuration frameworks. In this post we will walk you through how to configure To-Do filters in Employee Center so that you can show managers their tasks and approvals for their team in Manager Hub.

 

 

To-do filters for management tasks

 

In Manager Hub, managers can see tasks or approvals assigned to them as part of a request, case, or journey for their direct reports. These show up in the Your management tasks widget in the Overview tab and under individual employees’ details in the Your team tab.

 

Behind the scenes, the types of tasks and approvals that are shown to the manager are defined in the To-Do filters of Employee Center. Employee Center allows admins to define additional filters on top of existing To-dos to show the filtered to-dos list.

 

Below are steps to create new to-do filters and link them to the Manager Hub to see the to-dos related to the manager’s team only.

 

Create To-do filter conditions

  1. Make sure you have the “sn_hr_sp.esc_admin” role to proceed further.
  2. From the platform view in the navigator search for “To-dos filter conditions” under Employee Center Administration and click on it.
  3. From the list view, click on the new button. Fill out the form below:

 

KristaForget_6-1664947158395.png

 

Here are the quick details about each field:

  • Name: Enter the name of the condition.
  • To-do-config: Select an existing to-do configuration, for example approvals.
  • Table: This will be auto populated based on the to-do config.
  • Conditions: Add the desired condition to filter out approvals for my team.
  • Add additional conditions: Make sure this is checked.
  • Additional Conditions: Enter the script to return additional conditions to filter out approvals for individual team members.
  • Active: Make sure this is checked. Once ready, submit the form.

This is how the form should look like for My Team's HR Approvals:

 

KristaForget_7-1664947218181.png

 

 

Here is the sample additional condition. Just change the conditions according to your requirements.

 

(function applyCondition(params) { 
    if(params && params.users && params.users.length) { 
        var operator = '^OR'; 
        var conditions = [ 
            'sysapproval.ref_sn_hr_core_case.opened_for', 
            'sysapproval.ref_sn_hr_core_case.subject_person' 
        ]; 
        return conditions.map(function(condition) { 
            return condition + 'IN' + params.users.toString(); 
        }).join(operator); 
    } 
    return ""; 
})(params); 

 

 

Create a new to-do filter: 

  1. Make sure you have the “sn_hr_sp.esc_admin” role to proceed further.
  2. From the platform view in the navigator search for “To-dos filters” under Employee Center Administration and click on it.
  3. From the list view, click on the new button. Fill out the form below:

KristaForget_8-1664947319053.png

 

 

Here are the quick details about each field:

  • Name: Enter the name of the filter.
  • Is filter group: Let this be unchecked.
  • Available for: Select user criteria as "Manager for Manager hub"
  • Description: Enter the description.
  • Active: Make sure this is checked.
  • No available for: Leave this blank.

Next, submit the form and follow these steps:

  1. Open the above record again.
  2. Under the related list “Associated categories” click the “New” button.

Fill out the form below:

 

KristaForget_9-1664947724298.png

 

Here are the quick details about each field:

  • Category: Select “Related to” from the lookup.
  • Filter: This should be auto filled, leave it as is.
  • Order: Let it be the default order of 100.

From the next related list “Associate Conditions” click on the “New “button and fill out the form below:

 

KristaForget_10-1664947724299.png

 

Here are the quick details about each field

  • To-do filter: Auto populated, leave it as is.
  • To-do config filter condition: Select the filter condition created in first section.
  • Submit the form.
  • Our filter is now created.

Link the Above filter with Manager Hub: 

  1. Make sure you have the “sn_hr_sp.esc_admin” role to proceed further.
  2. Open the To-do filter record created in the second section and copy its sysId.
  3. From the mega menu click on manager hub followed by overview.
  4. Hold the command key and right-click in the section “Your management tasks” and select the instance option.
  5. Paste the sys id from step 3 under the Approval ID field and click save.
  6. From the tabs, click on Your Team
  7. Hold the command key and right-click anywhere on the screen having a list of employees and select the instance option.
  8. Append the sys id from step 3 under the “Todo filters sysids” field separated by a comma and click save.

 

Find other configuration tips for Manager Hub in the following blog posts:

 

Looking for general information about Manager Hub?

Check out these additional resources:

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